Create Pipedrive Applications from Spreadsheet Calculations
Companies use Excel spreadsheets to build applications to handle various business calculations. Sales quoting, ROI calculators, product configurators, rules engines are only few of those applications. With our Pipedrive integration, you can build an interface to run these applications directly from Pipedrive. You can map inputs and outputs to existing Pipedrive fields or create new ones. While all user interface and data fields stays on Pipedrive, backend spreadsheet calculations are handled by SpreadsheetWeb. This means you need a Pipedrive account and a SpreadsheetWeb account. If you are just evaluating, you can signup for a free 14-day SpreadsheetWeb trial account here. Let’s get started:
1. Upload your Excel File to SpreadsheetWeb
Let’s assume we have complex Excel file to calculate shipping costs for a specialized equipment delivery. Sales people need to run this Excel file to calculate shipping cost and add it to their quotes. They enter Origination ZIP, Destination ZIP, and Weight. It calculates the shipping cost through various calculations built into the Excel file. Instead of running these calculations in Excel, we want this application available inside Pipedrive. We also want Destination ZIP to come directly from a contact’s postal code in Pipedrive.
First, upload this Excel file to your SpreadsheetWeb account. Let’s assume you signed up for a trial account. Login to your trial account and press Create Application button. Drag and drop the Excel file and press Next:
Select Access API on the next screen:
Copy API Endpoint and Application Key. You will need them later.
2. Install SpreadsheetWeb from Pipedrive App Marketplace
Simply login to your Pipedrive account. Go to App Marketplace, search and install “SpreadsheetWeb”. Click Allow and Install Access when prompted.
3. Create your Pipedrive Application
Go back to your Pipedrive account. Go to Contacts page and select one of the contacts. Find SpreadsheetWeb panel, click Actions menu and select Applications.
This will load Applications list. Press Add New Application button to create your first application. Enter the name for your application. Then copy and paste the API Endpoint and Application Key fields from Step a. This is how the application will match your Pipedrive application to the Excel file running on SpreadsheetWeb.
Next step is to add inputs and output and map them to the Excel file. Press Add New Input and enter a name as Pipedrive Name. This is the name that will appear in your application. Enter the cell name from Excel file as SperadsheetWeb Name. If there is no name defined for that cell, you can also enter the cell reference i.e. Input!B2. But make sure the cells match the Excel file. If you want to store this data in Pipedrive database select checkbox Add to database. This will create a new field under Contacts.
If an input field already exists in Pipedrive database, you can click Add Existing Input button and select it from dropdown list. Once you are done entering inputs, press Add New Output button. Enter a Pipedrive Name. As SpreadsheetWeb name, make sure to enter that formula cell’s name i.e. cost, or its cell reference Input!B7. You can select Add to database to store this field in Pipedrive database. Finally, press Save to save the application.
Congratulation! You have just created your first application.
3. Run your PipedriveApplication
Now that you’ve created your first application, next step is to run it. Go back to your contact page and press Create under SpreadsheetWeb.
This will load the application selection page. Select Shipping Calculator and your new application will load. Enter a record name to represent this particular analysis to differentiate multiple quotes you may generate for the same contact. Enter Origination Zip, Destination Zip, and Weight inputs. Then press Calculate. This will send all inputs to SpreadsheetWeb and return the calculated cost to be populated in Cost box. You can change inputs and press Calculate to rerun the calculations as many times as you want. When done press the Save button to save this information.
The saved data is available under SpreadsheetWeb panel as seen below. You can click the Record Link to reload to edit or delete this record.