If you're anything like most salespeople out there, you're probably juggling multiple sales tools to keep track of your contacts and manage your pipeline.
But let's be real - manually copying and pasting data between them is a total drag, not to mention error-prone! That's where this automation comes in - it'll automatically copy all your Pipedrive contacts into a handy-dandy Google Sheets table, so you can stay on top of everything in one convenient spot. How cool is that?
Let's set it up!
Click the “Pin it” button at the top of this page to get this automation saved 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 Pipedrive and Google Sheets.
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 sync your contacts data to Google Sheets.
You will be asked to specify your Google Sheets.
Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook.
When you want to sync your data to 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 get all information from the contacts and add them to your table, saving you time.
This automation is fantastic if you are using Pipedrive as your single source of truth but would like to sync a record of your contacts with Google Sheets.
Find more Google Sheets automations, Pipedrive automations, or edit the playbook to suit your own workflow.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.