Can I filter discussions by deal stage?

Yes, you can filter discussions based on specific deal stages. Define your criteria, and it will be implemented.

Can I include discussion participants?

Absolutely, you can include the details of all participants in the discussion in your Excel sheet.

Who uses this automation and why?

Sales teams and managers use this automation to keep clear and organized records of all discussions, aiding in better communication tracking and decision-making.

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Microsoft Excel + Pipedrive

Send Pipedrive Deal Discussions to Microsoft Excel

Keep track of all deal discussions by exporting them from Pipedrive to Microsoft Excel. This is ideal for sales teams who need organized records of all communications related to deals.

New Deal Discussion

Triggers when a new discussion occurs on any deal.

Log Discussion to Excel

Adds discussion details to an Excel sheet.

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

or pick a common variation below

Manage Pipedrive Deal Deadlines in Microsoft Excel

Microsoft Excel + Pipedrive

Transfer Pipedrive Deal Notes to Microsoft Excel

Microsoft Excel + Pipedrive

Export Pipedrive Revenue Predictions 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, "Send Pipedrive deal discussions to Microsoft Excel"

Send Pipedrive deal discussions 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.