Microsoft Excel 365 and Pipedrive integration

Add the starting point – a trigger on when your workflow should run: on an app event, on schedule, on a webhook call, when called by another workflow, or manually.

Add Microsoft Excel 365 and Pipedrive nodes to your workflow canvas. In some situations, either Microsoft Excel 365 or Pipedrive could already be your first step. Add your credentials for Microsoft Excel 365 and Pipedrive if necessary. Configure them as appropriate.

A connection establishes a link between Microsoft Excel 365 and Pipedrive nodes (or vice versa) to route data through the workflow. A connection between two nodes passes data from one node's output to another node's input. Each node can have one or multiple connections. Use core nodes to manipulate data fields, run custom JavaScript code, transform files, or branch out your flow.

Hit the Execute Workflow button, and you are ready to go!