Can I include only closed deals in the report?

Absolutely, DryMerge allows you to filter and include deals based on their status, such as only closed deals.

Can I create reports based on specific time periods?

Yes, you can specify the time periods for your reports. DryMerge will filter the data according to your requirements.

Who typically uses this automation and why?

Sales analysts and managers often use this automation to track sales performance and plan strategies based on comprehensive and customized reports.

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Microsoft Excel + Pipedrive

Create Pipedrive Custom Reports in Microsoft Excel

Generate detailed sales reports by exporting data from Pipedrive directly into Microsoft Excel. Perfect for sales analysts who require customized reports for performance tracking and strategy planning.

New Custom Report

Triggers when a custom report is generated in Pipedrive.

Export to Excel

Automatically exports detailed sales data into Microsoft Excel for analysis.

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, "Create Pipedrive custom reports in Microsoft Excel"

Create Pipedrive custom reports in 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.