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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 Persons data from Pipedrive into Excel helps you manage contacts and analyze relationships effectively. Coefficient ensures your data stays live and accurate.
This tutorial will guide you through importing your Pipedrive Persons data into Excel 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 Persons 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
Related Pipedrive Use Cases
How to Import Deals Data from Pipedrive into Excel
Learn how to seamlessly import your Pipedrive Deals data into Excel using Coefficient, enabling real-time sales tracking and reporting.
How to Import Deals Data from Pipedrive into Google Sheets
Discover how to import live Deals data from Pipedrive into Google Sheets using Coefficient for real-time sales insights and reporting.
How to Import Leads Data from Pipedrive into Excel
Learn how to import your Pipedrive Leads data into Excel using Coefficient for real-time lead tracking and analysis.
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