How can I filter leads for transfer?

DryMerge allows you to filter leads based on criteria such as lead source, creation date, or status. Define your filters, and it will be set up accordingly.

Can I include custom fields in the transfer?

Yes, you can transfer any custom fields from Pipedrive into Microsoft Excel. Just specify the fields you need.

Who uses this automation and why?

Marketing and sales teams use this to maintain an organized and up-to-date database of potential clients.

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Microsoft Excel + Pipedrive

Transfer Pipedrive Lead Details to Microsoft Excel

Keep all your lead details organized by transferring them from Pipedrive to Microsoft Excel. Useful for teams who need a centralized database of potential clients.

New Lead Detail

Triggers when new lead details are added in Pipedrive.

Log Details in Excel

Transfers lead details into a Microsoft Excel sheet.

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

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Transfer Pipedrive Client Data to Microsoft Excel

Microsoft Excel + Pipedrive

Manage Pipedrive Deal Deadlines in 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, "Transfer Pipedrive lead details to Microsoft Excel"

Transfer Pipedrive lead details 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.