Pipedrive
Google Sheets
Workflow Template

Copy all Pipedrive organizations to a Google Sheet

This playbook will copy all Pipedrive organizations into a Google Sheet.
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Find Pipedrive organization
Action
Convert object to table
Action
Add data to sheet tab
Action

How does this automation work?

For businesses looking to streamline their sales prospecting efforts, copying data between platforms can be a time-consuming task. Bardeen’s workflow automation offers a seamless solution to transfer all your Pipedrive organization data into a Google Sheet. This process can be invaluable for sales teams who require regular reporting, data analysis, or collaborative access to CRM data.

Here's how this workflow simplifies transferring Pipedrive organizations to Google Sheets:

  • Step 1: Retrieve Pipedrive organizations - This step finds all organizations listed in Pipedrive, ensuring that no entry is left behind in the transfer process.
  • Step 2: Prepare the data - Bardeen then converts the organization data into a structured table format, ready for insertion into a Google Sheet.
  • Step 3: Copy to Google Sheets - Finally, the structured data is appended to your chosen Google Sheet, enabling a wide range of collaborative and analytical possibilities.
Run this Google Sheets automation with Bardeen in minutes.

How to run the workflow

If you are using Pipedrive and Google Sheets to manage your sales pipeline and want to keep them in sync, this automation is for you. It will copy all of your Pipedrive organizations into an Google Sheets database. You can use this data to create reports, dashboards, and more in Google Sheets.

Let's set it up!

Step 1: Set up the playbook

Click the “Pin it” button at the top of this page to save this automation to your Playbook.

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and Pipedrive.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook when you want to copy organization information.

Bardeen will ask you for your Google Sheets. After you choose the database, you will get a prompt to map the information to the fields in Google Sheets.

Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook. 

Step 2: Start saving!

Whenever you want a copy of all your Pipedrive contacts in Google Sheets, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen, and run this playbook. It will copy all the data to your Google Sheets with one click.

This automation is fantastic if you want to use Pipedrive as your single source of truth but would like access to your data inside of Google Sheets. Bardeen will extract information from your Pipedrive account and get fields like name, address, link, time added and organization ID.

Find more Google Sheets automations, Pipedrive automations, or edit the playbook to suit your own workflow.

Explore how to automate Pipedrive workflow to supercharge your CRM workflows with Bardeen.


Run this Google Sheets automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all Pipedrive organizations to a Google Sheet
Copy all Pipedrive organizations to a Google Sheet
Copy all Pipedrive organizations to a Google Sheet
Types:
Both
Actions
Triggers
Create new spreadsheet tab
Create new spreadsheet tab
Action
Add data to sheet
Add data to sheet
Action
Find Pipedrive note
Find Pipedrive note
Action
Create Pipedrive organization
Create Pipedrive organization
Action
When row is added to Google Sheet
When row is added to Google Sheet
Trigger
Add rows to Google Sheet
Add rows to Google Sheet
Action
Create Pipedrive deal
Create Pipedrive deal
Action
Update Pipedrive person
Update Pipedrive person
Action
Create Google Sheet
Create Google Sheet
Action
Clear Google Sheet
Clear Google Sheet
Action
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FAQs

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