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. Our Pipedrive integration supports two types of applications; API-based Applications and UI-based Applications.
With API-based Applications; 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.
With UI-based Applications; you can utilize the user interface and additional features of an existing Designer application created on SpreadsheetWeb. For this integration, 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:
A. API-Based Applications
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.
4. Run your Pipedrive Application
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.
B. UI-Based Applications
1. Install SpreadsheetWeb from Pipedrive Marketplace
Log into your Pipedrive account. Search and install “SpreadsheetWeb Apps” from the apps marketplace. Click Allow and Install Access when prompted. SpreadsheetWeb button will be added to the Contacts/Deals.
2. Embed your SpreadsheetWeb application into Pipedrive
Click the name of a deal and find SpreadsheetWeb panel, select Applications.
Press Add New Application button to create your first application. Enter the name for your application. Then, copy and paste the Application Link and Application Identifier fields from the SpreadsheetWeb Control Panel. This is how the application will match Pipedrive properties to the Excel file running on SpreadsheetWeb.
You can find the Application Link and Application Identifier by pressing the blue Edit Application button on the Control Panel if you have a paid SpreadsheetWeb account.
If you have a trial account, you can find the Application Identifier from the screenshot below. Make sure your application is published and copy its published link as Application Link.
The next step is to add inputs and outputs and map them to the web application. Press Add New Input and enter a name as Pipedrive property. This is the name that will appear in your application. Enter the input name from your SpreadsheetWeb application as SpreadsheetWeb Name. If you want to store any input or output data in Pipedrive or want to pull any input data directly from the deal details, add new fields into Pipedrive properties. The system will automatically load any existing data under matching columns in the application.
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. Finally, press Save to finish the application configuration.
If your Pipedrive contact and SpreadsheetWeb application have the same field labels, you can use the Auto-Populate button to automatically map all matching inputs and outputs.
Congratulations! You have just created your first application. Now, all you need to do is to select a deal, open the SpreadsheetWeb view, and press the Run button next to the application name. The system will load the application interface with any preset data. You can change the values, trigger the calculations to get results and use any other feature within the application, such as export to PDF or email notifications.
3. How to test your PipeDrive – SpreadsheetWeb integration
If you don’t have a SpreadsheetWeb account, you can still test it from your Pipedrive account. Make sure to install our integration as described above and follow the steps below:
1. Click the name of a contact and create the following two numeric custom properties in Pipedrive
– Total Premium
2. Create a new contact and enter any number between 18-100 for the Age input.
3. Click the SpreadsheetWeb button from the menu. This will load the applications list.
4. Press Add New application.
5. Enter below for application settings. This is a life insurance quoting demo application built on SpreadsheetWeb from an Excel spreadsheet.
Application Name: enter a friendly name
Application Link: https://www2.spreadsheetweb.com/Designer/a/Term-Life-App
Application Identifier: e94e4a83-704e-47f3-a96d-21f9fb9c41cf
6. Press Auto Populate to automatically add inputs and outputs. It will add and connect Age under Inputs and Total Premium under Outputs sections.
7. Hit Save to save the application.
8. Go to SpreadsheetWeb Apps and Run the application.
9. Once the application loads, you confirm that Age input is populated by the custom Age input from Pipedrive.
10. You can change inputs and have the Total Premium recalculated.
11. When done, press Submit button to capture the results received from SpreadsheetWeb.
12. Close the application window and confirm that custom property Total Premium for this contact is updated by the Total Premium calculated by the SpreadsheetWeb application.