Automatically sync CRM data to spreadsheets for tracking, reporting, and collaboration.

Integrating Pipedrive with Google Sheets allows you to automatically export deal, contact, and activity data into live spreadsheets — great for reporting, backups, data analysis, or collaboration with teams outside the CRM.

---

✅ Why Integrate Google Sheets with Pipedrive?

• 📈 Create real-time sales reports and dashboards
• 🧮 Analyze deal performance with formulas and charts
• 🔁 Automatically update sheets when Pipedrive changes
• 💾 Backup CRM data periodically
• 🧠 Share filtered CRM views with external stakeholders

---

🔌 Integration Methods

You can connect Pipedrive with Google Sheets in three main ways:

1. Zapier – Best for no-code automation
2. Make (Integromat) – Flexible visual workflow builder
3. Pipedrive API + Google Apps Script – For developers needing full control

---

🔄 Option 1: Use Zapier

Step-by-Step Setup

1. Go to Zapier.com and sign in
2. Click “Create Zap”

Step 1: Choose a Pipedrive Trigger

• Examples:
  • New Deal
  • Updated Deal
  • New Activity
  • New Person

Step 2: Connect Your Pipedrive Account

• Authenticate your Pipedrive account when prompted
• Choose your trigger filters (e.g., by pipeline or stage)

Step 3: Choose Google Sheets as the Action App

• Action: Create Spreadsheet Row or Update Spreadsheet Row
• Connect your Google account
• Select the spreadsheet and worksheet
• Map Pipedrive fields to the sheet columns

Step 4: Test and Activate Your Zap

• Run a test to make sure rows are added or updated correctly
• Click “Turn on Zap”

---

📊 Option 2: Use Make (Integromat)

Make offers advanced workflow capabilities with visual logic.

Quick Steps:

1. Go to www.make.com
2. Create a new scenario
3. Add Pipedrive as a trigger module (e.g., Watch Deals)
4. Add Google Sheets as an action module (e.g., Create Row)
5. Map fields and configure filters or delays
6. Run and schedule the scenario

✅ Ideal for multi-step workflows and custom filters.

🧑‍💻 Option 3: Use the Pipedrive API + Google Apps Script

For full customization and advanced logic, you can write a Google Apps Script to pull data from Pipedrive using its API.

Basic Example:

function importDealsFromPipedrive() {
  const apiToken = 'YOUR_API_TOKEN';
  const url = `https://api.pipedrive.com/v1/deals?api_token=${apiToken}`;
  const response = UrlFetchApp.fetch(url);
  const data = JSON.parse(response.getContentText()).data;

  const sheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName('Deals');
  sheet.clearContents();
  sheet.appendRow(['Deal Title', 'Value', 'Stage']);

  data.forEach(deal => {
    sheet.appendRow([deal.title, deal.value, deal.stage_id]);
  });
}
🔐 Keep your API key secure. Schedule this script to run automatically using a time-based trigger.

📁 Recommended Use Cases

Use Case	Method	Benefit
Simple automation	Zapier	Easy, fast setup
Multi-step logic or delays	Make	Visual control, branching
Custom dashboards and backups	Apps Script	Full flexibility with coding
Shareable live reports	Any	Collaborate with external teams

🛠 Tips & Best Practices

• Use column headers that match Pipedrive field names
• Filter your Pipedrive data to only sync what matters (e.g., “Won Deals”)
• Avoid duplicate rows by using unique identifiers (e.g., Deal ID)
• Automate backups of deals once per day or week for safety