Can I filter forecasts for specific time periods?

Yes, you can filter forecasts based on defined time periods. Specify your requirements, and DryMerge will handle it.

Can I include additional forecast metrics?

Absolutely, you can customize the data to include various metrics such as expected close date or probability percentage.

Who typically benefits from this automation, and how?

Sales managers and analysts use this to stay informed about future sales projections and to make data-driven decisions.

Home Contact Pricing Apps Blog

Microsoft Excel + Pipedrive

Export Pipedrive Deal Forecasts to Microsoft Excel

Keep track of your sales forecasts by exporting them from Pipedrive to Microsoft Excel. This is great for sales managers who need to plan and adjust their strategies based on forecast data.

New Deal Forecast

Triggers when new deal forecasts are available in Pipedrive.

Export to Excel

Exports sales forecasts to your Excel spreadsheet.

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

or pick a common variation below

Transfer Pipedrive Deal Notes to Microsoft Excel

Microsoft Excel + Pipedrive

Export Pipedrive Contact Details to Microsoft Excel

Microsoft Excel + Pipedrive

Transfer Pipedrive Lead Details to Microsoft Excel

Microsoft Excel + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Export Pipedrive deal forecasts to Microsoft Excel"

Export Pipedrive deal forecasts 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.