Pipedrive is a powerful sales management tool designed to assist sales teams in managing leads, tracking customer interactions, and automating sales processes. By integrating Pipedrive with Microsoft Excel, you can streamline your data management, generate insightful reports, and make data-driven decisions with ease. 

This integration enables you to efficiently manage and analyze your sales data directly in Excel, leveraging the strengths of both platforms.

This blog will compare various connection methods, highlighting why Superjoin is often the preferred choice for many users.

Best Ways to Connect Pipedrive to Microsoft Excel

Method 1: Using Superjoin

Superjoin provides the fastest and easiest way to connect Pipedrive to Excel without any technical know-how or complex setup processes. Here’s how it works:

Step 1: Open this link, click on Get it now.

Step 2: Once installed, click on Open in Excel or Try using it online (for Excel online).

Step 3: Launch Superjoin by opening the add-in and clicking on Open Sidebar. Login with your Microsoft account to start using Superjoin.

Step 4: From Sources, select Pipedrive from the list.

Step 5: After selecting Pipedrive, authorize Superjoin to access your account by entering your API Token and Start Date.

Step 6: After authorization, you'll see a list of your Pipedrive properties in the Data Preview Window. Choose your property and view, then click "Import" to bring the data into Excel.

Voila, you've successfully imported your Pipedrive data to Excel using Superjoin!

It is particularly suitable for users looking for a Pipedrive to Excel free tool, as Superjoin offers a free tier.

Method 2: Using Zapier

Third-party automation tools like Zapier can also be used to sync Pipedrive with Excel. Zapier allows you to create Zaps (automated workflows) that can transfer data between the two services.

Steps:

• Sign up for a Zapier account and create a new Zap.

• Select Pipedrive as the trigger app and set up the trigger (e.g., new deal in Pipedrive).

• Choose Excel as the action app and configure the action (e.g., create a new row in Excel).
  
  
  

• Test and turn on the Zap.

Why Choose Superjoin?

In comparison to other methods, Superjoin stands out for several reasons:

• User-Friendly: Superjoin’s intuitive interface makes it easy to connect Pipedrive to Excel, even for non-technical users.

• Time-Saving: It streamlines data imports without the need for complex configurations or manual effort.

• Automated Updates: Keeps your Excel data current with automatic imports.

• Versatile: Supports multiple data sources, providing flexibility beyond just Pipedrive.
  
  

Say Goodbye to Tedious Data Exports! 🚀

Are you tired of spending hours manually exporting CSVs from different tools and importing them into Microsoft Excel?

Superjoin is a data connector for Microsoft Excel & Google Sheets that connects your favorite SaaS tools to Microsoft Excel automatically. You can get data from these platforms into Microsoft Excel automatically to build reports that update automatically.

Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add one additional day to your week. Try Superjoin for free or schedule a demo.