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Export Data from Pipedrive to Google Sheets

Pipedrive provides an extensive list of features for managing your sales pipeline. But this CRM app has a limited reporting functionality. In contrast, Google Sheets is a perfect tool for reporting. It gives you lots of opportunities to visualize and manipulate your data. You can take advantage of both tools, but you’ll first need to synchronize data between them. In this article, we’ll show you the most efficient way to do this. As a bonus, you’ll discover a template for a spreadsheets-based dashboard to work with your Pipedrive database.

Why export from Pipedrive to Google Sheets

Pipedrive acts as your personal sales manager with numerous out-of-the-box features to automate flow. Google Sheets can’t do that. However, spreadsheets still have many data-centered capabilities that you may just need.  

Metrics calculation

Pipedrive does not let you calculate anything, but provides already calculated metrics, such as Conversion to next stage, Lost from this stage, and so on. For more complex calculations, Google Sheets is quite the tool. Check out some useful metrics for which you may need syncing Pipedrive and Google Sheets:

Sales metrics

  • Leads segmentation (by geography, company size, source, etc.)
  • Average order value
  • Number of leads over a certain period

Sales team performance metrics 

  • Contact within 24 hours
  • Average time until making a contact
  • Average time from making a contact to converting it into a won deal
  • Velocity of booked meetings
  • Activity-related metrics (calls, emails, meetings, etc.)

Data visualization and analytics

In Pipedrive, you can visualize your data within preset patterns, while Google Sheets lets you go beyond them to customize your analytics. You can build versatile charts, dashboards, pivot tables, and other custom reporting.

How to quickly export data from Pipedrive to Google Sheets

No coding or magic skills are required. A Google Sheets add-on, Coupler.io, will do the job. Visit the Coupler.io home page to learn more about the add-on and available integrations.

Install Coupler.io

Find Coupler.io on the G Suite Marketplace or install it via this link

Set up a Pipedrive importer

An importer is an integration that connects Google Sheets to a specific app. In our case, this is Pipedrive, so you will need to add a Pipedrive importer. Open Coupler.io in the Add-ons tab and click on the +Add Importer button. After that select Pipedrive and fill in the required fields to set up the importer.

Required fields

Title – add the name of your importer. 

Sheet Name – add the name of the sheet which will be receiving data.  

Data entity – select the data category to import (Deals, Persons, or Organizations). 

DealsPersonsOrganizations
– Deal owner’s name and email
– Deal name, value, and currency
– Deal creation, last updated and closing date
– Deal status (open, won, lost)
– Deal’s pipeline and its ID
– Deal’s stage in a pipeline and its ID
– Next activity date, subject, and type
– Name
– Email
– Phone
– Name
– Email
– Address
– Number of persons connected to it

Automatic data refresh – choose the frequency of automatic resync of data. If you don’t need this feature, disable it by clicking on the toggle.

There is only one Additional field – Filter ID. It lets you apply a filter to your imported Pipedrive data set. Here is how you can get the filter ID:

  • Navigate to the Pipedrive interface and choose the data entity you need to filter.
  • Click on the Filter button in the top right corner (under your User account icon).
  • In the drop-down menu pick a predefined filter or create a custom one by clicking Add new filter.
  • Configure your filter: set up conditions and click Save.
  • Once your filter is ready, get the Filter ID from the URL – it is a numeral that stands after the slash “/” symbol in a resulting filter URL.

For more on this, as well as the Settings section, refer to the Coupler.io knowledge base.

Once you’ve filled in all the required fields, click Connect to connect your Pipedrive account (data source) to Coupler.io. Pipedrive will ask you to grant read-only permissions to enable data importing from your account.

With all the required permissions granted and fields filled in, click on the Add Importer button. The last step is to run your Pipedrive importer, which will move your data to Google Sheets. Here is how it looks:

A real life use case: Get data from Pipedrive and visualize it in Google Sheets.

Let’s say your Pipedrive database counts 2,814 deals within four years. With the power of Google Sheets, and Coupler.io as your connection, you can build an advanced performance monitor like the following:

The core substance of this dashboard is data. Follow the aforementioned instructions and import your Deals from Pipedrive to Google Sheets. Let’s name our sheet with the database ‘Deals’. Our performance dashboard will be in a separate sheet titled ‘Dashboard’. Now, let’s do some formulas!

Data validation

We will validate our data by ‘Country’ and ‘Year’

  • For ‘Country’, use the org_id.address column for the criteria range in the data validation window. For more on data validation, check out this video tutorial by Railsware.
  • For ‘Year’, you will need to create a separate column (CN) and apply a formula that will convert data from the add_time column into the number format:
={"Year"; 
  ARRAYFORMULA(
   IF(
    ISBLANK(AH2:AH),"",YEAR(AH2:AH))
  )
 }

Once created, use this column (CN) as a criteria range in the data validation window.

Data visualization

Now, let’s arrange the metrics we will track on the sheet and use some conditional formatting to build a good-looking dashboard. Feel free to turn on your imagination.

Formulas

Download the dashboard template for free and check out the formulas for core and dependent metrics. You can also adjust the performance monitor to your requirements. Enjoy!

To wrap up

Coupler.io lets you sync Pipedrive and Google Sheets within literally five minutes. However, the core benefit of this integration lies in an ability to perform complex analysis and processing of sales and outreach data. You may also be interested in connection to another CRM, so check out how to export HubSpot data to Google Sheets.

After the very first import you can schedule re-import to update your data automatically, so you can forget about manual copying and pasting. Professionals like you will definitely opt for time efficiency that can be achieved with Coupler.io.

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