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How to Export Pipedrive Data to Google Sheets Automatically

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 and 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. You have two options to do this:

  • Export Pipedrive data manually in a CSV or XLS format and then import it into Google Sheets.
  • Set up a Pipedrive Google Sheets Integration, which will import data into a spreadsheet on a schedule.

We believe that the second option is more actionable. So, here we go!

How to sync Pipedrive with Google Sheets

No coding or magic skills are required. All you need is a Google Sheets add-on, Coupler.io. It’s a tool to import data into Google Sheets from different sources, such as Pipedrive, HubSpot, BigQuery, and many more. 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 complete the following steps to set up the importer:

1. Fill out the “Title” field

Add the name of your importer. 

2. Set up your data source

2.1. Connect your Pipedrive Account
  • Click Connect.
  • Pick the Pipedrive Account you want to connect to.
  • Sign in to the chosen Pipedrive Account.
  • Click Allow to grant access.
2.2. Select Data Entity to import

Click on the field and select the data category to import: Deals, Persons, Organizations, Activities, or Files. 

3. Set up your data destination

3.1. Fill out the “Sheet name” field

Add the name of the sheet which will be receiving data.

4. Configure importer’s settings

4.1. Enable the “Automatic data refresh”

Toggle the automatic data refresh on and specify the schedule for automatic import. Check out more about Automatic data refresh.

For more about optional parameters and settings, refer to the Coupler.io knowledge base.

Once you’ve completed these steps, click Save & Run to save your Pipedrive to Google Sheets integration and run the initial import of Pipedrive data to the spreadsheet. 

Import the filtered Pipedrive data

If you unfold the Additional section, you’ll see two fields: Filter ID and Fields.

Filter ID lets you import the data filtered by a preset or custom filter in Pipedrive. For this, you’ll need to insert the filter ID in the field. 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.

Fields lets you export specific columns from Pipedrive. Type in each column’s name from a new line in the order you want to see them in your spreadsheet. Leave this field empty if you need to pull all columns.

Where can I get the names of columns?

Make the initial import with Fields empty. You’ll get your data with the names of all columns. After that you’ll be able to specify which columns you need for recurrent data imports.

Note: The name of the column should correspond to the name Pipedrive gave it during the import, for example, creator_user_id, customer_id, creator_user_id.name, etc. It is important to input the column names in the order you want to see them in your spreadsheet. If Coupler.io is not able to find any data in Pipedrive that corresponds to the column’s name you input into this field, it will create a column with the name but have no data in it.

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.

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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