Google Sheets
Workflow Template

Automatically export Pipedrive report to Google Sheets

This workflow automates exporting Pipedrive performance reports to Google Sheets, simplifying sales data analysis and team sharing.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Find Pipedrive deals
Find Pipedrive deals
Convert data to text
Convert data to text
Add rows to Google Sheet
Add rows to Google Sheet

Workflow Overview

This workflow automates exporting Pipedrive performance reports to Google Sheets, simplifying sales data analysis and team sharing.
  • Pipedrive filter for deals
  • Target Google Sheets document
  • Performance report added to Google Sheets

This automation streamlines the process of exporting performance reports from Pipedrive to Google Sheets, making it easier to analyze sales data and share insights with your team.

The workflow begins by fetching deals from Pipedrive based on a specified filter. A descriptive title for the performance report is created, incorporating the Pipedrive filter used. Finally, the generated performance report, including the title and the deals data, is appended to the specified Google Sheet. This is particularly useful for:

  • Sales teams tracking weekly or monthly performance
  • Managers needing a quick export of deal flow data
Note: This workflow can be customized to match specific reporting needs by modifying the Pipedrive filter or adjusting the format of the Google Sheets output.

Enhance your sales reporting and analysis by automating the export of Pipedrive performance reports directly into Google Sheets with Bardeen.

Step 1: Install the Bardeen App

To start, ensure you have the Bardeen app installed on your device.

Step 2: Navigate to the Magic Box

Open the Magic Box in the Bardeen app and input the following command:

Export Pipedrive performance, Add report to Google Sheets

Step 3: Integrate the Workflow Integrations

Set up the required integrations for the workflow. This involves connecting Pipedrive as the source for fetching performance data and Google Sheets as the destination for the report.

Step 4: Run the Workflow

Execute the workflow to automate the process. The steps involved are:

  • Fetching deals from Pipedrive based on a specified filter, to gather performance data.
  • Creating a descriptive title for the performance report, enhancing report identification.
  • Appending the generated performance report to a Google Sheet, consolidating data for easy access and analysis.
The #1 free AI Automation extension for Chrome

How to Automate Pipedrive Reports Export to Google Sheets?

Why Integrate Pipedrive with Google Sheets?

Integrating Pipedrive with Google Sheets opens a world of possibilities for sales teams and managers. It allows for the seamless export of performance reports and other CRM data directly into Google Sheets. This integration is pivotal for those looking to automate their workflow, enhance sales reporting, and make data-driven decisions without the hassle of manual data entry. By leveraging this integration, teams can save time, improve accuracy, and focus on strategies that drive sales performance.

Automate the export of Pipedrive performance reports to Google Sheets effortlessly with Bardeen, and enhance your sales analysis and reporting capabilities.

How to Export Pipedrive Reports Automatically

Automatically exporting Pipedrive reports to Google Sheets can be achieved through workflow automation tools like Bardeen. These tools fetch data based on specified filters from Pipedrive and append it to a Google Sheet. This process involves setting up an automation that begins with fetching deals from Pipedrive, creating a descriptive title for the report, and then appending this data to Google Sheets. This method is ideal for sales teams tracking performance or managers needing quick access to deal flow data.

Choosing the Right Tools for Pipedrive to Google Sheets Integration

For those looking to integrate Pipedrive with Google Sheets, several tools and platforms offer seamless integration. and Flatly are popular choices that provide automated data export functionalities. These platforms allow users to schedule data exports, ensuring that the Google Sheet always has the latest data from Pipedrive. Additionally, users can filter the data they wish to export, making it easier to customize reports and analyses. Choosing the right tool depends on specific needs, such as the frequency of data refresh, the complexity of the reports, and the preferred level of automation.

Step-by-Step Guide to Setting Up the Integration

  1. Choose an automation tool like Bardeen,, or Flatly that supports Pipedrive to Google Sheets integration.
  2. Connect your Pipedrive account to the chosen tool by authenticating your credentials.
  3. Select the specific data or reports you wish to export from Pipedrive. This could include deals, contacts, or custom reports.
  4. Configure the destination Google Sheet where you want the Pipedrive data to be exported. This includes specifying the sheet name and the data range.
  5. Set up a schedule for automatic data refresh if the tool supports it. This ensures your Google Sheet always contains the most up-to-date information from Pipedrive.
  6. Save and run the integration. Check the Google Sheet to ensure that the data from Pipedrive has been successfully exported.

Maximizing the Benefits of Pipedrive and Google Sheets Integration

To fully leverage the integration of Pipedrive with Google Sheets, it's crucial to regularly review and analyze the exported data. Use the data to identify trends, track sales performance, and make informed decisions. Additionally, consider creating custom dashboards within Google Sheets to visualize the data more effectively. Sharing these insights with your team can foster a data-driven culture, leading to improved sales strategies and outcomes.

Streamline your sales reporting process by automating the export of Pipedrive data to Google Sheets with Bardeen. Save time and gain valuable insights into your sales performance.

By automating the export of Pipedrive reports to Google Sheets, sales teams can focus more on selling and less on manual data processing, leading to improved efficiency and performance.

The #1 free AI Automation extension for Chrome
Google Sheets
Google Sheets
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use