If you’re like most salespeople, you’re probably using multiple sales tools to track your deals and manage your pipeline. But manually copying and pasting data between them is time-consuming and error-prone. This automation will copy all your Pipedrive deals into a Google Sheets table, so you can easily track and manage them in one place.
This playbook will get all deals from Pipedrive and save them to Google Sheets.
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 deal data to Google Sheets.
Bardeen will extract information from your Pipedrive deals like title, link, close date, deal owner, deal value and many more.
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 deals 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 deals 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.