Pipedrive Microsoft Excel Integration: A No-Code How-To

Last Modified: April 1, 2024 - 5 min read

Julian Alvarado

As a Pipedrive user, you know the importance of data in driving your business forward. But getting that data out of Pipedrive and into a format you can analyze can be a challenge.

That’s where Microsoft Excel comes in.

In this guide, we’ll show you three methods for integrating Pipedrive with Excel, including a no-code solution that makes it easy for anyone to get the data they need.

Why Pipedrive Microsoft Excel Integration?

By integrating Pipedrive with Excel, you can:

  • Save time by automating data exports
  • Create custom reports tailored to your business needs
  • Make informed decisions based on real-time data

Pipedrive Microsoft Excel Integration: 3 Methods

Method 1| Coefficient: No-Code, Fully Automated

Coefficient is a no-code tool that allows you to export Pipedrive data to Excel in just a few clicks. Here’s how it works:

To install Coefficient, open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Navigating to Get Add-ins in Excel to install Coefficient

Type “Coefficient” in the search bar and click  ‘Add.’

Searching for Coefficient in the Excel Add-ins store

A pop-up will open up. Follow the prompts to complete the installation.

 Completing the installation of Coefficient with on-screen prompts in Excel

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

Coefficient tab added to Excel's top navigation bar after installation

Select ‘Import from…’

Launching the Coefficient sidebar in Excel

Scroll down until you see Pipedrive and click ‘Connect.’

Selecting the Import from option to connect Pipedrive in Coefficient

Follow the prompts to authorize Coefficient to access your Pipedrive account.

Authorizing Coefficient to access Pipedrive account

Enter your credentials to log in to your Pipedrive account. (if you are not already logged in)

 Logging into Pipedrive account through Coefficient for data import setup

You will then be redirected to a page allowing Coefficient to be installed for your user and company.

Click “Continue to the App” and start creating an import with your Pipedrive data.

Confirming Coefficient installation for user and company in Pipedrive

After connecting, return to Pipedrive from the Coefficient menu ‘Import From…’ > ‘Pipedrive.’

Click ‘From Objects & Fields.’

Importing data from Pipedrive using Coefficient in Excel

Select a Pipedrive object (eg. Deals) from the Import Preview window then hit ‘Next.’

choosing an object from the import preview menu

Check the box(es) corresponding to the fields you would like to include in this import. Some of the more popular fields may already be selected – you can uncheck them if you would like to exclude them from the import.

The data previewer on the right side of the screen should display the selected fields.

Selecting a Pipedrive object for data import in Coefficient

Under the “Filter” dropdown, you can select a ready-made filter, which will then be applied to the sample data in the preview. These filters are defined within Pipedrive and you can add/edit them directly in the Pipedrive UI.

Customizing fields and applying filters for Pipedrive data import in Coefficient

You can further customize your import adding sorts or limits as needed.

Click ‘Import’ on the top right of your screen when you’re finished.  

Your Pipedrive data will automatically populate your Excel spreadsheet in a few seconds!

 Completing the import of Pipedrive data into an Excel spreadsheet using Coefficient

You can also set up automatic data updates to schedule data syncs between Pipedrive and Excel. Choose whether to run daily, hourly, or weekly automatic data updates.

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Setting up automatic data updates between Pipedrive and Excel via Coefficient

With automatic data updates, your Pipedrive data is always up-to-date in your spreadsheet. That means you can build live dashboards and reports on top of the data without performing cumbersome manual updates.

Pros and Cons:

  • Pros: 
  • Cons: The only downside to Coefficient is that any scheduled automations are not free forever. However, its pricing plans are affordable, and its benefits far outweigh the app’s costs. 

Method 2| Zapier

Zapier Integration Zapier is a web-based service that allows you to create automated workflows between different apps, including Pipedrive and Excel.

Here’s a step-by-step guide on how to set it up:

Log into your Zapier account. Click ‘+ Create’ > ‘New Zap.’

Initiating a new Zap creation in Zapier for Pipedrive and Excel integration

Choose Pipedrive as your trigger app and select the event that will trigger the workflow (e.g., New Report)

Choosing Pipedrive as the trigger application in Zap setup

Choose Pipedrive as your trigger app and select the event that will trigger the workflow (e.g., New Report). Follow the prompts to connect your Pipedrive account to Zapier.

Connect your Pipedrive account to Zapier by providing your API key, following the steps above.

Choose Microsoft Excel Online as your action app.

Selecting Microsoft Excel Online as the action application in a Zap workflow

Select “Create Spreadsheet Row” as the action event.

Mapping data fields from Pipedrive to corresponding Excel spreadsheet columns

Follow the prompts to connect your Microsoft account.

Follow the prompts to connect your Microsoft account.

From here:

  • Map the data fields from Pipedrive to the corresponding columns in your Excel spreadsheet.
  • Test your Zap to ensure it’s working correctly.
  • Turn on your Zap, and it will automatically add new Microsoft Ads data to your Excel spreadsheet as it comes in.


  • Automates data transfer between Pipedrive and Excel
  • No coding required
  • Flexible trigger options (daily, weekly, monthly)


  • Requires a Zapier subscription for more advanced features and higher volume of tasks
  • May have some limitations in terms of customization compared to the API method
  • Dependent on Zapier’s platform stability and performance

Take the Leap with Pipedrive Microsoft Excel Integration

By integrating Pipedrive with Excel, you can take your data analysis to the next level. With tools like Coefficient, the process is easier than ever – even if you don’t have coding skills.

Ready to get started? Try Coefficient for free today and see how easy it is to unlock the power of your Pipedrive data in Excel.

Try it for free!

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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