How to Integrate Microsoft Excel with Pipedrive
- George Apostolov
How to Integrate Microsoft Excel with Pipedrive: step-by-step guide
Navigate to the left-side panel and then click 'Create'.
Choose 'Zaps' from the list of options.
After that, click 'Trigger' to start the actual integration process.
Search for 'Excel' and then select it from the suggested results.
Next, choose your preferred 'Trigger Event'.
Tap 'Sign In' afterwards, then log into the Microsoft account you wish to use.
Once done, tap 'Continue' to proceed.
Fill out the input fields with the required information.
Once done, tap 'Continue' to run your input and test the Trigger.
Click 'Continue' one more time to proceed further.
Following that, search for 'Pipedrive' and select it as the Action app.
Next, tap the drop-down menu and choose the 'Action Event' you prefer to use.
Click 'Sign In' afterwards, then log into your Pipedrive account.
Subsequently, click 'Allow' and Install' to grant the necessary permissions.
One by one, provide all the information needed to set up the Action.
Once done, tap 'Continue' to publish the integration.
After completing these steps, your Microsoft Excel worksheet will be integrated instantly with Pipedrive.
Quick answer: To integrate Microsoft Excel with Pipedrive, create a Zap, select Excel as your trigger app with your preferred event and account, and test the trigger. Then, choose Pipedrive as your action app, sign in to grant permissions, configure the action details, and publish the integration.
About this Microsoft tutorial
Connect Microsoft Excel to Pipedrive instantly by setting up a Zap with your trigger and action events, accounts, and required information. This guide shows how to integrate Microsoft Excel with Pipedrive in 17 steps, starting with "Navigate to the left-side panel and then click 'Create'" and finishing with "After completing these steps, your Microsoft Excel worksheet will be integrated instant...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Microsoft Excel with Pipedrive?
17 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft, Excel and Pipedrive. Related guides: How to Integrate Microsoft Excel with Planner, How to Integrate Microsoft Excel with Power BI and How to Integrate Microsoft Excel with Python. Last reviewed 05 Oct 2026.
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