Integrating Pipedrive Deals with MS Excel Using Pabbly Connect

Learn how to automate adding new Pipedrive deals to MS Excel spreadsheets using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by navigating to your web browser and searching for ‘Pabbly.com/connect’. You will be directed to the Pabbly Connect landing page.

If you don’t have an account, you can create one by clicking on ‘Sign Up Free’. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are signed into Pabbly Connect, you will arrive at the dashboard. Here, click on ‘Access Now’ under Pabbly Connect. This will take you to the main interface where you can create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Pipedrive to Microsoft Excel’. After naming your workflow, click on the ‘Create’ button to proceed. This sets the stage for your automation.

3. Setting Up the Trigger for Pipedrive Deals

In the workflow interface, you will see two sections: the trigger window and the action window. Start with the trigger window to capture new deals from Pipedrive. Search for ‘Pipedrive’ in the ‘Choose App’ section. using Pabbly Connect

Next, select ‘New Deal’ as your trigger event. Click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter your API token from Pipedrive. To find this token, go to your Pipedrive account, click on your profile, and select ‘Personal Preferences’. From there, navigate to the API section to copy your token.

• Log into Pipedrive and navigate to your profile.
• Select ‘Personal Preferences’ and then the API section.
• Copy the API token and paste it into Pabbly Connect.

After saving the connection, you will be prompted to enter your company domain. This is found in the URL of your Pipedrive account. Once you save and send a test request, Pabbly Connect will wait for a new deal to be created in Pipedrive.

4. Adding New Deal Data to MS Excel

Now that you have set up the trigger, it’s time to move to the action window to send the data to Microsoft Excel. In the action window, search for ‘Microsoft Excel’ in the ‘Choose App’ section. using Pabbly Connect

Select ‘Add Row to Worksheet’ as the action event. Click ‘Connect’ and then ‘Add New Connection’. Authorize Pabbly Connect to access your Microsoft Excel account. Once connected, select the workbook where you want to add the new deals.

• Choose the workbook that will store the Pipedrive deal data.
• Select the worksheet within that workbook.
• Map the columns in Excel to the data received from Pipedrive.

Map the fields such as client name, deal name, email, and mobile number from the Pipedrive response to the corresponding columns in your Excel sheet. After mapping, click on ‘Save and Send Test Request’ to ensure the data is correctly added to your Excel sheet.

5. Testing the Automation in Real Time

To verify that your automation works, create a new deal in your Pipedrive account. As you input the details of the new deal, such as the client name and deal value, click ‘Save’. This action should trigger the automation you set up in Pabbly Connect.

After saving the deal, refresh your Microsoft Excel sheet to see if the new deal details have been added. You should see the same client name, deal name, email, mobile number, and deal value in your Excel sheet, confirming that the integration is functioning as intended.

By following these steps, you can effortlessly automate the process of adding new Pipedrive deals to your MS Excel spreadsheets using Pabbly Connect. This integration not only saves time but also minimizes the risk of manual data entry errors.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Pipedrive and MS Excel. You can easily add new Pipedrive deals to your Excel spreadsheets, streamlining your workflow and enhancing productivity.