The Scenario
Your SDR team ran a LinkedIn campaign last week. The results came back yesterday: 200 qualified prospects, each with a first name, last name, email, and company, sitting in a Excel workbook. The follow-up sequence starts today. Each prospect needs to exist in Pipedrive as a person with a linked deal before anyone picks up the phone.
You open the CRM and stare at the new-person form. First name. Last name. Email. Company. Save. New deal. Link person. Pipeline. Title. Value. Save. That is ten clicks per row.
The bad version:
- You spend four hours manually creating 200 Pipedrive persons, one form at a time, because no one built an import automation
- You realize on row 140 that you forgot to fill in the deal_value column for the first 80, so you go back and edit each one
- By the time you finish, the workbook is out of sync with the CRM because someone added 12 more rows while you were working
Nobody hired you to do data entry. You were supposed to be starting the follow-up sequence three hours ago.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you are looking at, and through its built-in Pipedrive integration it creates the CRM records for you — no form-clicking, no field-by-field mapping. You describe the task once.
Create a Pipedrive person for each row in Sheet1 using first_name in column A, last_name in column B, email in column C, and company in column D — then create a linked deal for each person using the deal_title in column E and the deal_value in column F. Write the returned person_id into column G and the deal_id into column H.
What You Get
- A Pipedrive person record for every row, with name, email, and company populated
- A linked deal attached to each person, with title and value from the workbook
- The Pipedrive person_id written into column G so you can reference or update records later
- The deal_id written into column H for the same reason
- Any row that fails — a duplicate email, a missing required field — surfaces with an error note in the status column instead of silently skipping
What If the Data Is Not Quite Ready
The names are in a single full-name column instead of split columns
For each row in Sheet1, split the full name in column A into first and last name, then create a Pipedrive person with email from column B and company from column C. Write person_id into column D.
Some rows are missing email addresses
Create a Pipedrive person for each row in Sheet1 that has a non-empty value in column C (email). Skip rows where column C is blank and write SKIPPED into column G for those rows. Write the person_id into column G for rows that succeed.
The sheet has both existing contacts and new ones mixed together, and column E already has a Pipedrive person_id for some rows
For each row in Sheet1 where column E is empty, create a new Pipedrive person using columns A through D and write the returned person_id into column E. Skip rows that already have a person_id in column E.
The sheet needs deduplication, person creation, and deal creation in one shot
Check each row in Sheet1 for an existing Pipedrive person with the email in column C. If one exists, write the existing person_id into column G. If not, create a new person and write the new person_id into column G. Then for every row, create a linked deal using the title in column E and value in column F, and write the deal_id into column H. Flag any row where the email bounced or the deal creation failed in column I.
The pattern is to ask for the entire sequence — dedup check, create, link, write-back — in a single prompt instead of running separate operations and reconciling the results yourself.
Try It
If you have a prospect list sitting in a Excel workbook right now, Get the 7-day free trial of SheetXAI and ask it to load those rows into Pipedrive as persons and deals. Then see the spoke on exporting open deals for pipeline review if you want to pull data back out.