Pull your saved Pipeline CRM lists into Excel with the Pipeline Data Sync add-in. Each worksheet can show a different list, refreshed hourly or whenever you choose.
The sync is one-way. Changes you make in Excel don't update Pipeline CRM.
Before you start:
- Excel 2016 or later, or Microsoft 365 (including Excel for the web)
- Permission to install Office add-ins. If you don't see the option, check with your IT team.
- At least one saved list view. If you don't have one yet, create and save a list view first.
Install the add-in
Install from either Pipeline CRM or Excel.
- From Pipeline CRM: Click your profile icon in the top right and select My Profile. On the Integrations tab, find the Excel Reports & Dashboard tile and click Download Plugin. Sign in to your Microsoft account and follow the prompts.
- From Excel: Go to Home > Add-ins > Get Add-ins. Search for Pipeline Deals Data Sync, click Add, and sign in with your Pipeline CRM credentials.
Pull a saved list into a worksheet
- In Excel, click the Pipeline logo on the Home tab.
- Choose a saved list from the dropdown. Lists are grouped by record type.
- Click Refresh Data.
- Choose whether to refresh automatically every hour or only when you click.
Refreshing clears everything on that worksheet before it reloads the list. Build charts, pivot tables, and formulas on a separate tab that references your data tab.
Need help? Contact support at customercare@pipelinecrm.com.