Pipedrive

Pipedrive to Google Sheets: Query from Pipedrive CRM into Google Sheets

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 all data from Pipedrive objects and store it into a google sheet

Pipedrive

Sheet Director

Google Sheet

Setting Up Pipedrive in Sheet Director

Choose App and Service :

  • Select Pipedrive from the list of applications.

  • Select Service.

Pipedrive Configuration

  • Enter your API key in the key text box.

  • Click on Connect to Pipedrive to connect to Pipedrive so that you can pull data.

Where to find the Pipedrive API key?

  1. Log into your Pipedrive account.

  2. From the top right of your Pipedrive dashboard page, click on your name/icon, then click on Personal Preferences.

  • Click on the API section.

  • You can find your API key there.

  • Click Generate new tokens to generate a new API key.

  • Copy the API key and paste it into the text box.

Pipedrive to Google Sheet - Query

  • If Pipedrive is connected successfully the following screen appears.

  • Select the required entity.

  • Select the required fields.

  • Mention the max results required.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into sheet.

  • Click save to save the service.

Sample Output

Pipedrive to Google Sheet - Post

  • Entity

  • Select the entity object that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.


  • Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

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


  • Select the Status column

  • If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)

  • Select the Result column

  • If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

  • Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on the yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column dropdown

  • You can delete the field by clicking on the delete icon on top of each field map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation.

  • Click save to save the service.

  • It will show number of records ready to post.

  • Click post now to post the records on Pipedrive.

Sample Output

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


Synchronize

  • Select service as Synchronize.

  • Mention the API key.

  • Click on Connect to Pipedrive to authorize with Pipedrive.

  • Select the Entity required.

  • Mention the required Fields.

  • Select the max results required.

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution:

  • When Synchronization happens, there could be a conflict of data between Google Sheets and Pipedrive.

  1. Pipedrive Wins

  2. Sheet Wins

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

  • Here the Pipedrive data is edited and on execution, this data will be updated in Google Sheet.


  • Choose the spreadsheet to store data.

  • Select the required cell value.

  • Select Append Sheet if required.

  • Switch on the Include header to add headers.

  • Switch on Clear Sheet to clear sheet data before execution.

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

  • Click Execute to execute the data.


  • The number of records that are ready to be synchronized will be shown.

  • It will also show all the data that are ready to be updated.

  • Also, the number of data that needs to be updated into Pipedrive will also be updated.

  • Click on Sync Now to sync all the data and update it into Google Sheet.

  • Click on the Refresh icon to refresh the data.

  • If the data are synced successfully the following screen appears.

  • Click on Close to close the configuration.

Sample Output

  • The Status column in the Google Sheet shows the status of the data.

  • The newly updated data will be marked as Synced Successfully.

Sheet Wins

  • Select Sheet Wins.

  • The latest updated data from Google Sheet will be updated into Pipedrive.

  • Select the sheet to store output.

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

  • Click Execute to execute the data.


  • The number of records that are ready to be synchronized will be shown.

  • It will also show all the data that are ready to be updated.

  • Also, the number of data that needs to be updated into Pipedrive will also be updated.

  • Click on Sync Now to sync all the data and update it into Google Sheet.

  • Click on the Refresh icon to refresh the data.

  • If the data are synced successfully the following screen appears.

  • Click on Close to close the configuration.

Sample Output

  • The Status column in the Google Sheet shows the status of the data.

  • The newly updated data will be marked as Synced Successfully.