PipedriveSheets

PipedriveSheets

by Haye & Co

Two-way sync Pipedrive with Google Sheets. Import, edit, and update CRM data in real time — with full control, automation, and visibility.

Automate my pipeline and data, Other use cases

App screenshot
App screenshot
App screenshot

Description

This powerful Google Sheets add-on seamlessly connects with Pipedrive, enabling two-way data sync between your CRM and spreadsheets. Perfect for sales teams, managers, and operations pros who want greater visibility and control over their pipeline.

🔄 Key features

Import Pipedrive data: Pull data from deals, persons, organizations, activities, leads, and products using saved filters or import everything from your account.

Custom field selection: Choose exactly which fields to display and organize them how you want.

Two-way sync: Make changes in your sheet and push updates back to Pipedrive with a click.

Collaborative settings: Share filter setups and column preferences with your team for a unified workflow.

Scheduled syncing: Automate refreshes to keep your sheet up to date.

Activity logs and status tracking: See latest sync timestamps and monitor data flow with detailed tracking.

💰 Pricing: Start free with core sync features, then upgrade anytime for advanced tools, unlimited syncs, and team plans.

👉 View full pricing plans here

Get started free — install now and experience seamless CRM-to-Sheets integration.

Installation instructions

Quick & Easy Setup - Get Started in Under 2 Minutes

Step 1: Install the Add-on

  1. Click "Install" from the Google Workspace Marketplace
  2. Grant the necessary permissions when prompted
  3. The add-on will automatically appear in your Google Sheets™

Step 2: Connect Your Pipedrive Account

  1. Open any Google Sheet™ (new or existing)
  2. Look for the new "PipedriveSheets" menu in your Extensions menu bar
  3. Click "PipedriveSheets" → "Get Started with Pipedrive"
  4. Click "Connect to Pipedrive" to begin secure OAuth authentication
  5. You'll be redirected to Pipedrive's login page - sign in with your Pipedrive credentials
  6. Authorize PipedriveSheets to access your Pipedrive data

Step 3: Configure Your First Sync

  1. Select your data type (Deals, Persons, Organizations, etc.)
  2. Choose an existing Pipedrive filter or use "All records"
  3. Pick which fields you want to see in your spreadsheet
  4. Click "Pull from Pipedrive" to import your Pipedrive data

That's It! Your Pipedrive data will appear in your sheet, ready for editing and analysis.

🔧 Required Permissions:

  • Spreadsheets access: To read and write data in your sheets
  • External requests: To communicate securely with Pipedrive API

💡 Pro Tips:

  • Start with a small filter to test the integration
  • Use the "Team Management" feature to share configurations with colleagues
  • Set up scheduled syncing for automatic updates

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