PipelineDeals Data Sync

by PipelineDeals IncMicrosoft 365Price not published

Refresh PipelineDeals data in Excel, create custom reports and charts, and import or export filtered contact lists.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
PipelineDeals Data Sync — cover image

What it does

Connects PipelineDeals with Excel to refresh sales and marketing data. Supports custom reports and data analysis focused on customers and the sales pipeline. Provides live chart formatting options, including fonts, colors and imagery, and supports importing and exporting filtered contact lists.

Key capabilities

from the Microsoft Marketplace listing

Custom reporting

Creates custom reports from PipelineDeals data in Excel.

Data refresh

Refreshes data from sales and marketing activity.

Live chart formatting

Supports changes to chart fonts, colors and imagery.

Contact list transfer

Imports and exports filtered contact lists.

In the catalog

446 plugins in Excel · Analytics

Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Quickly manage and refresh data with the PipelineDeals Excel integration. • Produce usable insights - Create custom reports and mine your data for deep insights into your customers. • Real-time results - Easily refresh data gained through moden sales and marketing. Tailor your live chart appearance with font, color …»

Official marketplace listing

Publisher
PipelineDeals Inc
Updated on marketplace
Facts verified