Integrations used
Time saving
3 min
Action
Copy
description
This playbook will copy all Pipedrive contacts into Google Sheet.
Saves at least
3 min
Copy
all Pipedrive contacts to a Google Sheet
playbook Template
Copy all Pipedrive contacts to a Google Sheet
This playbook will copy all Pipedrive contacts into Google Sheet.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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This playbook has been deprecated.
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How does this automation work?
Find Pipedrive person
Action
Add data to sheet tab
Action
Transferring contacts from your Pipedrive CRM to a Google Sheet can significantly enhance your sales prospecting strategy. This automation by Bardeen serves as a bridge between Pipedrive and Google Sheets, allowing for seamless transfer of contact data without manual effort. It's particularly useful for creating backups, sharing information with team members who prefer working with spreadsheets, or for further data manipulation and analysis.
Here's how this workflow simplifies copying your Pipedrive contacts to a Google Sheet:
- Step 1: Extract Pipedrive contacts - Bardeen retrieves the list of contacts from Pipedrive, ensuring that your CRM's information is ready to be transferred to Google Sheets.
- Step 2: Convert to table format - The data from Pipedrive is then structured into a table format that is compatible with Google Sheets.
- Step 3: Copy data to Google Sheet - Finally, the table with your Pipedrive contacts is appended to your chosen Google Sheet, completing the transfer.
How to run the playbook
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!
Step 1: Setup the playbook
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.
Step 2: Start saving!
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.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
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Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.