How can I filter for specific types of deals?

DryMerge allows you to filter deals based on criteria such as deal value, stage, or responsible team member. Define what you need, and DryMerge will handle the rest.

Can I include additional deal information in the Excel sheet?

Yes, you can customize the fields that are added to the Excel sheet. Simply specify which deal details you need and DryMerge will include them.

Which people use this automation? What do they use it for?

This automation is popular among sales managers and operations teams who need to maintain a detailed and organized sales pipeline.

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Microsoft Excel + Pipedrive

Add New Pipedrive Deals to Microsoft Excel

Easily keep track of your sales pipeline by adding new deals from Pipedrive into a Microsoft Excel sheet. This allows sales managers to maintain a comprehensive and organized record of all deals in progress.

New Pipedrive Deal

Triggers when a new deal is added in Pipedrive.

Add Deal to Excel

Automatically records the new deal in a specified Microsoft Excel sheet, keeping your sales data up-to-date and organized.

See more Microsoft Excel to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new Pipedrive deals to Microsoft Excel"

Add new Pipedrive deals to Microsoft Excel

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Pipedrive.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

App details

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.