Manage your Pipedrive tasks, visualize pipelines, and track activities - from a stunning web dashboard or right inside Google Sheets.

Pipeboard brings your Pipedrive workspace into one focused dashboard.

The Problem Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

The Solution A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

Key Features

• Web Dashboard Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

• Unified Task Management View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

• Kanban Pipeline View Drag and drop deals across stages to keep your pipeline accurate.

• Activity Timeline See full deal and contact histories so you always know what happened and what is next.

• Smart Reminders Email alerts before deadlines or when tasks become overdue.

• Daily Digest Start your day with a customizable task and deal summary.

Why Pipeboard?

• Never miss a follow up
• Manage tasks and pipeline together
• Reduce CRM friction and tab switching
• Keep reporting connected to Sheets

Perfect For

Sales reps and teams who want a faster way to manage Pipedrive.

💰 Pricing: Start free with core features, then upgrade anytime.

👉 View full pricing plans here

Get started free — Install Pipeboard and take control of your pipeline today.

Getting Started

1. Install the Google Sheets Add-on

• Click "Install" to add Pipeboard to your Google Workspace. You'll be redirected to the Google Workspace Marketplace.

2. Open Google Sheets

• Create a new spreadsheet or open an existing one.

3. Connect Your Pipedrive Account

• Go to Extensions → Pipeboard → Connect to Pipedrive. Sign in and authorize access to your Pipedrive data.

4. Start Using the Dashboard

• Click Open Dashboard → Web Portal for the full Pipeboard experience, including advanced task and pipeline management.
• Click Open Dashboard → Sidebar to access Google Sheets specific tools like Daily Digest emails and in-sheet utilities.

Requirements

• A Pipedrive account
• Google Workspace (Gmail, Google Sheets)

Need Help? Access the Help menu from Extensions → Pipeboard → Help for tips and troubleshooting.