Integrating Pipedrive with MS Excel Using Pabbly Connect: A Step-by-Step Guide

Learn how to create deals in Pipedrive directly from MS Excel using Pabbly Connect. This detailed tutorial covers every step of the integration process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create deals in Pipedrive directly from Microsoft Excel, you will first need to set up Pabbly Connect. This integration allows you to automate the process without any coding knowledge. Start by visiting the Pabbly Connect website and signing up for a free account. Once you log in, navigate to the dashboard to begin creating your workflow.

After reaching the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, name it ‘Microsoft Excel to Pipedrive Automation’. Once named, click on the ‘Create’ button to proceed. This will set up the framework for connecting Microsoft Excel as the trigger application and Pipedrive as the action application.

2. Connecting Microsoft Excel as a Trigger

In this step, you will connect Microsoft Excel to Pabbly Connect as the trigger application. Select Microsoft Excel from the list of applications and choose the trigger event named ‘New Worksheet Row’. This event will activate whenever a new row is added to your Excel worksheet.

Next, you will need to authorize Pabbly Connect to access your Microsoft Excel account. Click on ‘Connect’, then select ‘Add New Connection’. Follow the prompts to grant access. After successful authorization, choose the relevant workbook that contains your deals data. Ensure that the correct sheet is selected, as this is where Pabbly Connect will fetch the data.

• Select ‘New Worksheet Row’ as the trigger event.
• Authorize Pabbly Connect to access your Excel account.
• Choose the workbook that contains your deals data.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can fetch data from your Excel sheet. This is crucial for the automation to function correctly.

3. Creating a Deal in Pipedrive

Once the trigger from Microsoft Excel is set, the next step is to create a deal in Pipedrive using Pabbly Connect. For this, select Pipedrive as the action application and choose ‘Create Deal’ as the action event. This action will be executed whenever a new row is detected in your Excel sheet.

Before creating the deal, you need to check if the organization and person already exist in Pipedrive. Use the ‘Find Person’ action to search for the contact based on the email provided in your Excel sheet. If the person exists, you can proceed to create the deal directly. If not, you will need to create the person and organization first.

• Select Pipedrive as the action application.
• Choose ‘Create Deal’ as the action event.
• Map the necessary fields for the deal creation.

After mapping the necessary fields based on the data fetched from Excel, click on ‘Save and Send Test Request’ to create the deal in Pipedrive. This will confirm that the integration is functioning as expected.

4. Handling Existing and New Contacts

In this section, you’ll learn how to handle both existing and new contacts when creating deals through Pabbly Connect. If the person or organization exists in Pipedrive, you will create a deal directly. Otherwise, you will create the organization and person first.

To set this up, use the router feature in Pabbly Connect to create conditional paths. The first path will handle existing contacts, while the second will handle new contacts. For each path, check if the person or organization exists using the ‘Find Person’ and ‘Search Organization’ actions. Based on the response, either create a deal or the necessary records.

Use the router feature to create conditional paths. Check for existing contacts using ‘Find Person’ and ‘Search Organization’ actions. Create the deal or the necessary records based on the condition.

By implementing these conditional paths, Pabbly Connect ensures that your workflow can adapt to different scenarios, streamlining the process of deal creation in Pipedrive.

5. Finalizing the Integration and Testing

After setting up all the necessary actions and conditions, it’s time to finalize the integration in Pabbly Connect. Review all the steps to ensure everything is mapped correctly and functioning as intended. Once confirmed, you can activate the workflow.

To test the integration, add a new deal entry in your Excel sheet. Pabbly Connect will check for new rows every 8 hours and automatically create deals in Pipedrive based on the data provided. This automation saves time and reduces manual entry errors.

Review all steps for accuracy before activation. Add a new deal in Excel to test the integration. Check Pipedrive for the newly created deal.

Once you confirm that the deals are being created successfully in Pipedrive, your integration is complete. This setup allows for seamless data transfer from Excel to Pipedrive through Pabbly Connect.

Conclusion

In this tutorial, we explored how to create deals in Pipedrive from Microsoft Excel using Pabbly Connect. By following the detailed steps, you can automate your workflow and ensure that new deals are added without manual intervention. This integration not only saves time but also enhances accuracy in deal management.