Flatly auto-exports and flattens Pipedrive data to make it easier to share, analyze and connect. (ETL)

Automate my pipeline and data, Other use cases

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

**Pipedrive to CSV, XLSX and Google Sheets | Full data sets | Flatly **

https://flatly.io/integrations/pipedrive

Export and sync comprehensive Pipedrive datasets to Google Sheets, CSV or Excel XLSX files in cloud storage folders on a recurring, automatic basis. Historical data is included.

Downstream BI tools that read from cloud storage, including PowerBI, Google Data Studio, Qlik and Tableau.

Destinations:

Google Drive

Google Sheets

Excel Online

OneDrive

OneDrive for Business

Box

Dropbox

Amazon Web Services, S3 Storage

Azure Storage

Google Cloud Storage

FTP

SFTP

Installation instructions

  1. Visit https://flatly.io/integrations/pipedrive
  2. Click "Signup"/"Start a Free Trial"
  3. Select Pipedrive as your data source
  4. Select your data destination from the following:
  • Google Drive (includes Google Sheets)
  • Microsoft OneDrive (includes Excel Online)
  • Microsoft OneDrive for Business (includes Excel Online)
  • Box
  • Dropbox
  • Microsoft Azure
  • Amazon S3
  1. Authorize Flatly to access your Pipedrive data
  2. Set the remaining preferences for your Job, including frequency
  3. Click "Run Once Now" to test
  4. Click "Run Per Schedule"

Done. You can safely log out of Flatly. It is advisable to return periodically to check your logs.

Important: Flatly will sync all full, current Pipedrive data sets, not just new, single rows, to your cloud drives. This is a one-way sync to cloud drives.

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User reviews

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