Pipedrive
Microsoft Excel

Pipedrive and Microsoft Excel Integration

No-code Integration
No-code
Supported Automation Platforms
8automatiomation platforms supported
Pipedrive Actions
117Pipedrive Triggers & Actions
Microsoft Excel Actions
54Microsoft Excel Triggers & Actions

How to connect Pipedrive and Microsoft Excel

Pipedrive and Microsoft Excel integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 5 more. With the combination of 137 Pipedrive triggers and 54 Microsoft Excel actions, you can create thousands of integration workflows to automate your work.

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.

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.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Free

$0

Volume: 10K
Plan: Basic

$29

Volume: 100K
Plan: Business

$499

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.

Pipedrive

When this happens

Select a Trigger

Microsoft Excel

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

  • Step 2: Securely authenticate Pipedrive and Microsoft Excel on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Choose a Trigger for Pipedrive, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Microsoft Excel that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Pipedrive and Microsoft Excel and configure the parameters to meet your requirements.

    120 seconds

  • Step 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.

Pipedrive and Microsoft Excel integration Diagram

Pipedrive and Microsoft Excel Integration
Pipedrive + Microsoft Excel Integration schema

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.

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