A list of companies from a sheet into your CRM, no duplicates

The scenario takes companies from Microsoft Excel 365, checks whether they're already in Pipedrive, and creates new records with contacts — no duplicates.

  • Creates companies from your sheet in the CRM
  • Checks for duplicates before creating
  • Adds both the account and the contact
  • Leaves existing records untouched
Set it up on your serverScriptera

How it works

To move data from Microsoft Excel 365 to Pipedrive automatically, use a ready-made scenario — no manual exports.

  1. Starts when: On clicking 'execute'
  2. Then: Read Google Sheet
  3. Then: Search Salesforce accounts
  4. Check: Keep new companies
  5. Then: Remove duplicate companies
  6. Then: Create Salesforce account
  7. Then: Set new account name
  8. Check: Retrieve new company contacts
  9. Then: Create Salesforce contact
  10. Check: Merge existing account data
  11. Check: Account found?
  12. If yes: Set Account ID for existing accounts

You can launch this Microsoft Excel 365 + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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