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!
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.
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.
Explore how to automate Pipedrive workflow to supercharge your CRM workflows with Bardeen.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!