How to Import Notes Data from Pipedrive into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Discover how to import live Notes data from Pipedrive into Google Sheets using Coefficient for better sales documentation and collaboration.

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Importing Notes from Pipedrive into Google Sheets helps you keep track of sales communications and collaborate effectively. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Pipedrive Notes 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 Notes 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
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.
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