Updated records in microsoftExcel — Updating contacts in Pipedrive

The scenario catches updates to records in microsoftExcel and updates contacts in Pipedrive. Runs on its own, no manual copying.

  • Record edits in microsoftExcel update client cards in Pipedrive on their own
  • Your client base never lags behind working data
  • Nobody works off stale cards
Microsoft Excel 365
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How it works

To keep Pipedrive and Microsoft Excel 365 in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule
  2. Then: Microsoft Excel
  3. Then: Google Contacts

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

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