Forum Discussion
Pipeline Deals Integration
I have an excel spreadsheet that our office uses to look at KPI's. We also use Pipeline Deals to track everything. We are looking to use the Pipeline Deals Sync Integration so we do not have to manua...
I would assume the easiest way is to let PiplineDeals Sync Integration download to a worksheet and then use PowerQuery to read that worksheet and update your table (List1). Set the Query to refresh automatically periodically. See: https://support.microsoft.com/en-us/office/refresh-an-external-data-connection-in-excel-1524175f-777a-48fc-8fc7-c8514b984440