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Hi All

I’m new to Zapier and would really appreciate some help with a Pipedrive - Zapier - Excel task.

I’d like Zapier to create us an excel spreadsheet that will monitor and additions/deletions/changes that happen in our pipelines in our company CRM, Pipedrive.

I’d like to track the Pipeline name, stage,  deal name, date modified, product, quantity, price of product, total price of deal. Some of our deals have multiple products on so there would need seperate line items on the sheet to be useful. 

I’ve had a good try - I’ve linked Pipedrive, Zapier, Excel together and managed to get it to create a spreadsheet when changes are made in Pipedrive (which didn’t seem like the ideal option really!). Unfortunately - the spreadsheet appears with the data mixed in with the headers and it’s not useable

 

Any advice gratefully received

Hi ​@CTIMA,

 

Welcome to the Community.

 

It’s great that you’ve linked Pipedrive, Zapier, and Excel, an essential first step! The issue with mixed data and headers likely stems from incorrect field mapping in your Zap. Ensure Pipedrive fields align with Excel columns. For deals with multiple products, use Zapier’s Formatter tool to split data into separate line items. If problems persist, sharing more details or screenshots of your Zap setup, especially the Excel action step, can help troubleshoot further. And obscure any sensitive information within the screenshot for security purposes.

 

Let us know if you need further assistance. Thank you.

Thanks. Please could you tell me more about how to use the formatter tool to split the data into separate line items? At the moment I have two crowded columns that show pieces of information separated by commas. Where abouts in the process do i use this step? My zap is very simple -  Pipedrive 1. Updated Deal. Microsoft Excel 2. Find Row

Hi ​@CTIMA,

 

Surely! To split crowded data into separate line items in Zapier, use the Formatter by Zapier tool. Add a Formatter step after your Pipedrive trigger and before your Excel action. Select Text as the action event, choose Split Text as the transform, and input the crowded data field with the separator (for example, a comma). After testing, the output will split the data into separate line items. You can use these line items in the subsequent Excel step or other actions within your Zap.

 

I hope this helps. Don't hesitate to contact us if you need further assistance.

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