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