How to connect Pipedrive and Microsoft Excel
Popular Workflows for Pipedrive and Microsoft Excel Integration
Pipedrive and Microsoft Excel are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Pipedrive and Microsoft Excel integration.
- Add important tasks to a personal to-do list
- Add new leads to CRM or Customer support platform
- Save files to the cloud storage
- Distribute content across social media platforms
- Engage new leads with a personalized message
- Register new leads for webinars to nurture them
- Add leads to a nurture campaign
- Enroll customer in an online course
- Optimize your digital advertising spend
Workflow Automation Platforms supported by Pipedrive and Microsoft Excel
If you're looking to automate tasks between Pipedrive and Microsoft Excel but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
- Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
- Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
- Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Pipedream. Pipedream is a low code integration platform for developers, which helps to connect APIs fast.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 15$/user/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
Pipedrive and Microsoft Excel Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Pipedrive and Microsoft Excel can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
To help you better understand the pricing implications of using automation services for Pipedrive and Microsoft Excel integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Free $0 Volume: 10K Plan: Basic $29 Volume: 100K Plan: Business $499 | $0 Free | $0 Free | $29 Basic | $499 Business |
Triggers and Actions supported by Pipedrive and Microsoft Excel
Typically, when connecting Pipedrive and Microsoft Excel, you're searching for an automation that meets your business requirements.
Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.
Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Pipedrive with Microsoft Excel.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Pipedrive and Microsoft Excel integration
Step 1: Choose a Workflow Automation Service that supports the integration of Pipedrive with Microsoft Excel. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Pipedrive and Microsoft Excel on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Choose a Trigger for Pipedrive, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Microsoft Excel that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Pipedrive and Microsoft Excel and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
Popular Automation Scenarios with Pipedrive and Microsoft Excel
While connecting two applications can be useful, it's automating complete business processes that can provide a significant boost in productivity. By combining the power of Pipedrive and Microsoft Excel, users can fully optimize their workflow in various ways. Here are a few commonly used automation scenarios.
More integrations to Pipedrive
Take a look at the list of additional well-known Pipedrive integrations. Pipedrive Integrations
More integrations to Microsoft Excel
Take a look at the list of additional well-known Microsoft Excel integrations. Microsoft Excel Integrations
Pipedrive and Microsoft Excel integration Diagram
Frequently Asked Questions
Does Pipedrive integrate with Microsoft Excel?
- You can connect Pipedrive and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, Microsoft Power Automate, Unito, Integrately or Pipedream to link Pipedrive and Microsoft Excel.
Can you Integrate Pipedrive and Microsoft Excel for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to connect Pipedrive to Microsoft Excel for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Pipedrive and Microsoft Excel.