How can I filter notes by activity type?

DryMerge allows you to filter notes based on activity type such as calls, emails, or meetings. Specify your criteria, and it will be applied.

Can I include additional context in the notes?

Yes, you can customize the fields to include more context such as the activity date, time, and participants. Just specify what details you need.

Who typically uses this automation and why?

Sales managers and team leads use this automation to maintain a comprehensive log of activities, aiding in performance reviews and strategy adjustments.

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Microsoft Excel + Pipedrive

Log Pipedrive Activity Notes in Microsoft Excel

Keep detailed records of all sales activities by logging notes from Pipedrive into Microsoft Excel. This is perfect for sales managers who need to review activities and ensure accountability.

New Activity Note

Triggers when a new activity note is added to Pipedrive.

Log Note in Excel

Adds the activity note details to a Microsoft Excel sheet.

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, "Log Pipedrive activity notes in Microsoft Excel"

Log Pipedrive activity notes 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.