Learn how to export Pipedrive to Excel in several simple steps. In this video, Alina explains how you can quickly connect Pipedrive to Excel by using Coupler.io. She’ll also show in detail how to automatically refresh your data in Excel by fetching regular updates from Pipedrive.
How to set the Pipedrive - Excel integration in minutes
Sign in to Coupler.io with your Microsoft/Google account: https://bit.ly/3J3j7TP
Select Pipedrive as your data source
Connect your Pipedrive account
Select Excel as your destination
Choose the worksheet for importing data. Hit Run.
That’s it! Your data is transferred from Pipedrive to Excel.
Additional feature - scheduled data refresh
Coupler.io can automatically update your Excel file and export new data from Pipedrive according to the schedule you set. Just specify on what days and at what intervals you want to refresh your data.
Coupler.io offers flexible pricing for different goals and a 14-day free trial (no credit card is required for the trial). See the details here: https://bit.ly/34CrIOt
Related materials:
Automate Pipedrive to Excel integration https://bit.ly/3La4G27
Connect Pipedrive to other systems https://bit.ly/35JDyXo
What is Coupler.io?
Coupler.io is a data integration tool that automates data export from 20+ apps to Google Sheets, Excel, and BigQuery. More than 700,000 people worldwide export data with Coupler.io. It’s easy to use and doesn’t require any coding skills to set up data integrations.
See the full list of available data sources:
- MS Excel integrations https://bit.ly/32WNLPd
- Google Sheets integrations https://bit.ly/3GrKMMu
- BigQuery integrations https://bit.ly/3GrKSUm
Got any questions?
For more information, visit:
Our website: https://www.coupler.io/
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Email us: [email protected]
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