Scriptera
Microsoft Excel 365 and Pipedrive automations
Ready-made scenarios where Microsoft Excel 365 and Pipedrive work for you: pick one — a copy appears in your account and runs on its own.
24 scenarios
- Pipedrive deals hitting a stage land in Microsoft Excel 365 on their own
- New Pipedrive deals land as rows in Microsoft Excel 365
- Contacts logged into a spreadsheet
- Orders from Pipedrive as rows in Microsoft Excel 365
- Daily Pipedrive forecast logged into Microsoft Excel 365
- Enrich contacts and hand them to outreach
- Clean duplicates from a list — automatically
- Enriching leads with contacts — drop a sheet, get a filled CRM
- A FAQ built from your chat's questions — automatically
- Which channel brings deals — a per-source breakdown in Telegram
- A list of companies from a sheet into your CRM, no duplicates
- A proposal and payment link right after the meeting
- Reconcile invoices against your bank statement — automatically
- Sync companies into your CRM without duplicates
- Compare each proposal against your winners and find the gaps
- Full company records in your CRM, from a domain list
- Analysis across a stack of reports — a ready document with conclusions
- Interview questions tailored to a specific candidate
- Customer churn prediction from deals and tickets
- A training progress report in your inbox
- A sprint goal assembled from your tickets and their attachments
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
- An AI assistant over your CRM in any messenger
