interactive features

SpreadsheetWeb

by Pagos, Inc.

In Automate my pipeline and data

Description Features How to set up Reviews (3)

interactive features

Turn your Excel spreadsheets into apps and connect them with Pipedrive!

In Automate my pipeline and data

Description

Turn Excel spreadsheets into applications you can connect with Pipedrive.

Build quoting tools, ROI calculators, rule engines, product configurators and many more directly in Pipedrive.

Any type of calculation logic you can create in Excel can be used to run calculations against inputs from Pipedrive. Calculation results are displayed in the application and can be stored in Pipedrive's database. You can also connect existing data fields to your applications.

Important: This integration works with SpreadsheetWeb Legacy accounts only. Please use our Zapier or Make integration with SpreadsheetWeb Hub accounts.

Features

Panels

Instantly see and interact with SpreadsheetWeb as you dive into the details of your deals/contacts in Pipedrive.

SpreadsheetWeb

Locations:deal detailsperson detailsorganization details

Actions

Kick off related actions in SpreadsheetWeb as you work with your deals, contacts and/or activities in Pipedrive.

Applications

Locations:organization detailsperson detailsdeal details

Create Record

Locations:deal detailsperson detailsorganization details

Installation instructions

Log in to your SpreadsheetWeb account
Upload your spreadsheet file and select "Access API"
Copy your API link and application key
Install SpreadsheetWeb application from the Marketplace
Go to your contacts page and create a new application from SpreadsheetWeb's Action Menu
Click "Create Record" and select any SpreadsheetWeb application from the list