With Pipedrive, you can seamlessly import Excel worksheet data to your CRM and vice versa.
When you upload a new worksheet to Pipedrive, it checks for incomplete entries and repeated data so you can merge or create duplicates.
The combined import flow for all data objects means you need just one import session to add all your sales funnel data to your Pipedrive account.
Free, easy to set up, no credit card required
Import your data from a spreadsheet, like an Excel spreadsheet or Google Sheet, or another CRM solution in minutes – including Salesforce, Zoho, Freshworks and Close.
Once imported, you’ll be able to:
Drag and drop to match data fields from one database to the next
Handle duplications quickly and easily
Merge data or create several records if the system finds duplicates
Get detailed import history on items that weren’t transferred correctly with skip file
Easily identify errors and upload your entire database
Juggling external data sources and different file types risks duplicates, missing information and manual errors in your CRM database.
The right tool can read your Excel import data and extract the information you need.
When you import data into Pipedrive, you can manage everything in one place, reducing the risk of manual errors or duplicates. The single source of truth makes it easier for your team to locate and update data so they can finish their task and move on to the next one faster.
Learn more about importing data into Pipedrive
You can download your customer data anytime. Here’s a quick tutorial on how to import and export data:
You can use Excel spreadsheets or Google Sheets as a starting point for customer relationship management.
A simple CRM spreadsheet can be enough to track sales processes and manage contacts, including:
Your contact list details (including phone numbers and emails) for new leads and loyal customers
The sales rep, project manager or team member handling each account
Sales lead status from “Prospect” to “Customer”
Your salespeople’s follow-up cadence from intro call to close date
Custom fields for unique customer information like “Birthday” or “Assistant’s name”
As you scale, you’ll want sales CRM software that gives you more power and better features, like workflow automations and integrations with your favorite tools.
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Second Bind used Microsoft Excel to manage its operations, but as the company grew, it needed something more specialized to stay organized.
The team wanted one tool to manage everything. Pipedrive’s Automations, Marketplace and the LeadBooster add-on were exactly what Second Bind needed to reduce costs and streamline its software stack.
“We’ve had growth in our company of 20% and increased our leads by over 100% since using Pipedrive, while the sales process is now 40% quicker using Pipedrive.” Ershad Anari, CEO, Second Bind