Pipedrive

Google Sheets + Pipedrive Integration

Query from Pipedrive CRM into Google Sheets or Post data from Google Sheets into Pipedrive or Synchronize data between Google Sheets and Pipedrive

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Pipedrive?

Pipedrive is a CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices

Pipedrive to Google Sheets: Use Case(s)

> Pull data from Pipedrive objects and store it into a google sheet - Query

> Post data from Google Sheets into Pipedrive - Post

> Synchronize data between Google Sheets and Pipedrive - Synchronize

Pipedrive

Sheet Director

Google Sheet

Setting Up Pipedrive in Sheet Director

Choose App and Service : 

Pipedrive Configuration 

Where to find the Pipedrive API key?

Pipedrive to Google Sheet - Query

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Pipedrive to Google Sheet - Post


(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the counts of number of records posted successfully and failed to post.


Synchronize

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheet with data in Pipedrive.

Conflict Resolution: 

Pipedrive Wins: Latest data from Pipedrive will be updated into Google Sheet.

Sheet Wins: Latest data from Google Sheet will be updated into Pipedrive.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Pipedrive Wins



Sample Output

Sheet Wins


Sample Output