Accessing your Pipedrive Persons data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Pipedrive Persons data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
-
Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Persons object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Persons data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Pipedrive in the list of connectors. You’ll be guided to connect your Pipedrive account securely.
Step 2: Import Pipedrive Persons Data
After connecting, you’ll see options for importing data from Pipedrive.
- Select the “Persons” object from the available options.
- Choose the specific persons you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Pipedrive Persons data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Pipedrive based on your schedule.
Available Pipedrive Objects
- Leads
- Notes
- Persons
- Organization
How to Import Organization Data from Pipedrive into Google Sheets
Accessing your Pipedrive Organization data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Pipedrive Organization data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
-
Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Organization object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Organization data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Pipedrive in the list of connectors. You’ll be guided to connect your Pipedrive account securely.
Step 2: Import Pipedrive Organization Data
After connecting, you’ll see options for importing data from Pipedrive.
- Select the “Organization” object from the available options.
- Choose the specific organizations you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Pipedrive Organization data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Pipedrive based on your schedule.
Available Pipedrive Objects
- Leads
- Notes
- Persons
- Organization
How to Import Deals Data from Pipedrive into Google Sheets
Accessing your Pipedrive Deals data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Pipedrive Deals data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
-
Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Deals object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Deals data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Pipedrive in the list of connectors. You’ll be guided to connect your Pipedrive account securely.
Step 2: Import Pipedrive Deals Data
After connecting, you’ll see options for importing data from Pipedrive.
- Select the “Deals” object from the available options.
- Choose the specific deals you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Pipedrive Deals data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Pipedrive based on your schedule.
Available Pipedrive Objects
- Leads
- Notes
- Persons
- Organization
How to Import Leads Data from Pipedrive into Google Sheets
Accessing your Pipedrive Leads data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales and marketing teams.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Pipedrive Leads data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
-
Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Leads object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Leads data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Pipedrive in the list of connectors. You’ll be guided to connect your Pipedrive account securely.
Step 2: Import Pipedrive Leads Data
After connecting, you’ll see options for importing data from Pipedrive.
- Select the “Leads” object from the available options.
- Choose the specific leads you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Pipedrive Leads data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Pipedrive based on your schedule.
Available Pipedrive Objects
- Leads
- Notes
- Persons
- Organization
How to Import Notes Data from Pipedrive into Google Sheets
Accessing your Pipedrive Notes data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your sales team.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Pipedrive Notes data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
-
Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Notes object.
-
Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your Notes data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Pipedrive in the list of connectors. You’ll be guided to connect your Pipedrive account securely.
Step 2: Import Pipedrive Notes Data
After connecting, you’ll see options for importing data from Pipedrive.
- Select the “Notes” object from the available options.
- Choose the specific notes you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Pipedrive Notes data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Pipedrive based on your schedule.
Available Pipedrive Objects
- Leads
- Notes
- Persons
- Organization
How to Import Deals Data from Pipedrive into Excel
Importing your Pipedrive Deals data into Excel allows you to analyze sales pipelines and performance with ease. This live connection keeps your data fresh and accessible for better decision-making.
In this article, you will learn how to connect Pipedrive to Excel and import your Deals data efficiently using Coefficient.
TLDR
-
Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Deals object to import.
-
Step 3:
Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.
Available Pipedrive Objects
- Deals
- Notes
- Organization
- Leads
- Persons
TLDR
-
Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Deals object to import.
-
Step 3:
Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.
How to Import Deals Data from Pipedrive into Google Sheets
Bringing your Pipedrive Deals data into Google Sheets helps you track sales progress and collaborate with your team in real time. Coefficient makes this process simple and automatic.
This guide will walk you through importing your Deals data from Pipedrive into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Deals object to import.
-
Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Available Pipedrive Objects
- Deals
- Notes
- Organization
- Leads
- Persons
How to Import Leads Data from Pipedrive into Excel
Importing Leads data from Pipedrive into Excel helps you monitor and analyze your sales prospects efficiently. Coefficient enables live syncing to keep your data accurate and up to date.
This tutorial will guide you through importing your Pipedrive Leads data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Leads object to import.
-
Step 3:
Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.
Available Pipedrive Objects
- Deals
- Notes
- Organization
- Leads
- Persons
How to Import Leads Data from Pipedrive into Google Sheets
Importing Leads data from Pipedrive into Google Sheets allows you to track and collaborate on prospects in real time. Coefficient makes this process simple and automatic.
This guide will show you how to import your Pipedrive Leads data into Google Sheets using Coefficient.
TLDR
-
Step 1:
Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Leads object to import.
-
Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Available Pipedrive Objects
- Deals
- Notes
- Organization
- Leads
- Persons
How to Import Notes Data from Pipedrive into Excel
Importing Notes from Pipedrive into Excel helps you keep track of important sales communications and details. Coefficient ensures your notes are synced live for accurate reporting.
This tutorial will guide you through importing your Pipedrive Notes data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
-
Step 2:
Step 2. Connect your Pipedrive account and select the Notes object to import.
-
Step 3:
Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.
Available Pipedrive Objects
- Deals
- Notes
- Organization
- Leads
- Persons