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.

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New Deal Discussion

Triggers when a new discussion occurs on any deal.

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Log Discussion to Excel

Adds discussion details to an Excel sheet.

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"

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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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Pipedrive.

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Update Sheet

Updates an existing Excel sheet

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List Sheets

Lists all sheets in an Excel workbook

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Read Sheet

Reads the contents of an Excel sheet

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New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

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Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

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Create Activity

Creates a new activity in Pipedrive

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Update Activity

Updates an existing activity in Pipedrive

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Delete Activity

Deletes an activity in Pipedrive

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Create Deal

Creates a new deal in Pipedrive

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Update Deal

Updates an existing deal in Pipedrive

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Delete Deal

Deletes a deal in Pipedrive

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Add Follower to Deal

Adds a follower to a deal in Pipedrive

App details

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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.

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Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

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Get Started with DryMerge

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