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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
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
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Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
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Step 2:
Step 2. Connect your Pipedrive account and select the Deals object to import.
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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.
Related Pipedrive Use Cases
How to Import Persons Data from Pipedrive into Google Sheets
Learn how to easily import live Pipedrive Persons data into Google Sheets using Coefficient for streamlined contact management and reporting.
How to Import Organization Data from Pipedrive into Google Sheets
Learn how to easily import live Pipedrive Organization data into Google Sheets using Coefficient for streamlined company analysis and reporting.
How to Import Deals Data from Pipedrive into Google Sheets
Learn how to easily import live Pipedrive Deals data into Google Sheets using Coefficient for streamlined sales pipeline analysis and reporting.
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