How to Export Pipedrive to Google Sheets (3 Methods)

Need to get your Pipedrive CRM data into Google Sheets? Whether you're building sales reports, sharing pipeline data with your team, or running custom analysis, you'll need a reliable way to export Pipedrive to Google Sheets. In this guide, we compare three methods — from manual exports to fully automated sync — so you can choose the right approach for your workflow.

Why Export Pipedrive Data to Google Sheets?

Pipedrive is excellent for managing your sales pipeline, but there are times when you need your CRM data in a spreadsheet:

• Custom reporting: Build pivot tables, charts, and dashboards tailored to your specific KPIs
• Bulk editing: Update dozens or hundreds of records at once using spreadsheet formulas
• Team collaboration: Share data with team members who don't have Pipedrive access
• Data analysis: Run advanced formulas, statistical analysis, and forecasting models
• Cross-platform data: Combine Pipedrive data with information from other tools in one place

The question isn't whether to export — it's how to do it efficiently without wasting hours on manual work every week.

Method 1: Manual CSV Export from Pipedrive

The most basic way to export Pipedrive data to Google Sheets is the built-in CSV export feature.

How It Works

1. Log into Pipedrive and navigate to the list view (Deals, Contacts, etc.)
2. Apply any filters you need
3. Click the export icon (usually top right of the list)
4. Choose CSV format and download
5. Open Google Sheets and go to File → Import → Upload
6. Select your CSV file and configure import settings

Pros

• Free — no additional tools needed
• Works for any Pipedrive plan
• Full control over which data to export

Cons

• Time-consuming: Takes 5-10 minutes per export cycle
• Instantly stale: Data is outdated the moment you export it
• One-way only: Changes in Sheets can't be pushed back to Pipedrive
• Error-prone: Formatting issues, broken formulas, and accidental overwrites are common
• Not scalable: If you need fresh data daily or weekly, the manual work adds up fast

Best for: One-time exports or infrequent, low-volume data needs.

Method 2: Zapier or Make Automation

Automation platforms like Zapier and Make can connect Pipedrive to Google Sheets via triggers and actions.

How It Works

1. Create a Zapier account and connect both Pipedrive and Google Sheets
2. Set up a "Zap" — for example, "When a deal is updated in Pipedrive, update a row in Google Sheets"
3. Map the Pipedrive fields to Google Sheets columns
4. Test and activate the automation

Pros

• Automated — runs without manual intervention
• Supports triggers for new or updated records
• Works with many other apps too

Cons

• Expensive at scale: Zapier charges per task — syncing 500 deals monthly can cost $50-100+
• Complex setup: Need separate Zaps for each entity type (deals, contacts, etc.)
• Slow updates: Free plan has 15-minute delays; even paid plans can lag
• No bulk operations: Processes one record at a time — not designed for large data sets
• Limited two-way sync: Getting changes back from Sheets to Pipedrive requires additional complex Zaps
• Custom field challenges: Mapping custom fields can be finicky and break when fields change

Best for: Teams that need real-time triggers for individual records and already use Zapier for other automations.

Method 3: PipedriveSheets Native Add-on (Recommended)

PipedriveSheets is a Google Sheets add-on built specifically for Pipedrive integration. It installs directly in your spreadsheet and provides native, bidirectional sync.

How It Works

1. Install PipedriveSheets from the Google Workspace Marketplace
2. Go to Extensions → PipedriveSheets → Connect and sign in with Pipedrive OAuth
3. Choose your entity type (deals, contacts, organizations, activities, leads, or products)
4. Select a Pipedrive filter and click Import
5. Your data appears in the spreadsheet, formatted and ready to use

Pros

• Native integration: Works directly inside Google Sheets — no external tools
• True two-way sync: Edit in Sheets and push changes back to Pipedrive
• Bulk operations: Import and update hundreds of records at once
• Filter-based: Use your existing Pipedrive filters to pull exactly the data you need
• Custom field support: All custom fields sync automatically with proper formatting
• Scheduled sync: Set up automatic refresh on a schedule (Pro/Team plans)
• Flat pricing: No per-task charges — predictable costs regardless of data volume
• Free plan available: Try it with up to 50 rows at no cost

Cons

• Two-way sync and scheduled sync require a paid plan
• Only works with Google Sheets (not Excel or other spreadsheet tools)

Best for: Sales teams who need reliable, ongoing Pipedrive data in Google Sheets with minimal effort.

Comparison Table

Step-by-Step: Export Pipedrive to Google Sheets with PipedriveSheets

Here's the complete walkthrough for the recommended method:

Step 1: Install the Add-on

Open any Google Sheet, then go to Extensions → Add-ons → Get add-ons. Search for "PipedriveSheets" and click Install. Grant the required permissions to allow the add-on to access your spreadsheet.

Step 2: Connect to Pipedrive

Go to Extensions → PipedriveSheets → Connect. Click the "Connect to Pipedrive" button and authorize using your Pipedrive account. PipedriveSheets uses OAuth 2.0, so your credentials stay secure — no API keys needed.

Step 3: Select Your Data

Choose what to export: deals, persons (contacts), organizations, activities, leads, or products. Then select a Pipedrive filter to narrow down the data. You can also choose which specific columns to include.

Step 4: Import and Sync

Click Import and your Pipedrive data will populate the spreadsheet within seconds. From here, you can set up scheduled auto-sync (Pro/Team plans) to keep the data fresh, or manually refresh anytime.

Tips for Better Pipedrive Exports

• Use filters wisely: Don't export your entire database if you only need active deals. Focused exports are faster and easier to work with.
• Schedule regular syncs: If you check your spreadsheet daily, set up daily auto-sync so data is always current.
• Leverage two-way sync: Make bulk edits in Sheets and push them back. It's far faster than editing records one by one in Pipedrive.
• Create separate sheets: Use different sheets for different data types — one for deals, one for contacts — to keep things organized.

Get Started

Ready to export your Pipedrive data to Google Sheets the easy way? Install PipedriveSheets from the Google Workspace Marketplace and have your data flowing in under 2 minutes. Start free with 50 rows, and upgrade to Pro or Team when you need unlimited data and two-way sync.