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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.”
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
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Pipedrive account.
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Step 2:
Step 2. Select Import from… and choose Pipedrive, then select the Organization object.
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Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
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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
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.
Frequently Asked Questions
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How to get Organization from Pipedrive?
Connect Pipedrive to Google Sheets using Coefficient. You can then select the ‘Organization’ object and import the data directly into your sheet.
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How do I get a list of Organization in Pipedrive?
Use Coefficient’s import feature for Pipedrive. Select the ‘Organization’ object to pull a list of available organizations into your Google Sheet.
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How to automate importing Pipedrive Organization to Google Sheets daily?
With Coefficient, you can set up a daily auto-refresh schedule for your Pipedrive Organization import. This keeps your sheet updated automatically.
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How do I download Organization data from Pipedrive?
Coefficient allows you to download or import live Organization data from Pipedrive directly into Google Sheets, avoiding manual export processes.
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How to send email alerts about Organization data from Pipedrive?
While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Pipedrive Organization data.
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