How can I log only calls from specific client segments?

DryMerge allows you to filter call logs based on client segments or criteria. Define your segments, and only relevant calls will be logged.

Can I include call durations and outcomes?

Yes, you can include call duration, outcomes, and other relevant details in the Excel log.

Who typically uses this automation and for what purpose?

Customer service teams and sales managers use this to maintain quality and follow-up on customer interactions efficiently.

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Microsoft Excel + Pipedrive

Log Pipedrive Call Records in Microsoft Excel

Maintain an extensive log of all customer call interactions by logging them from Pipedrive into Microsoft Excel. Useful for customer service teams and sales managers for quality assurance.

New Call Logged

Triggers when a new call is logged in Pipedrive.

Log Call Details

Adds call details to a designated Excel sheet.

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

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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 call records in Microsoft Excel"

Log Pipedrive call records 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.