Add new Pipedrive deals to Excel spreadsheets

First, we need to connect Pipedrive and Microsoft Excel to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

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  Connect Microsoft Excel to Zapier.

  Give Zapier access to your Microsoft Excel account, using Microsoft Excel credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Pipedrive

  Choose the following trigger: New Deal (Triggers when a new deal is created.).

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  Then set up an Action for Microsoft Excel

  Choose this action: Add Row (Adds a new row to the end of a worksheet.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Pipedrive and Microsoft Excel.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive deals to Excel spreadsheets!