Pipedrive stores valuable sales data — deals, contacts, organizations, activities, leads, and products — but to unlock its full potential, you often need that data in a spreadsheet. This guide walks you through everything you need to know about importing Pipedrive data to Google Sheets, from choosing the right method to setting up automated synchronization.
What Pipedrive Data Can You Import?
Before diving into the how, let's cover what you can pull from Pipedrive into Google Sheets:
Deals
Your sales pipeline data including deal names, values, stages, expected close dates, owners, and all custom deal fields. Deals are the most commonly exported entity — ideal for pipeline reporting, forecasting, and bulk stage updates.
Persons (Contacts)
Contact information including names, email addresses, phone numbers, organizations, labels, and custom person fields. Perfect for building mailing lists, data cleansing, and contact enrichment workflows.
Organizations
Company data with names, addresses, industries, employee counts, and custom organization fields. Useful for account-based analysis and territory planning.
Activities
Calls, meetings, emails, tasks, and other activities with dates, durations, types, and related deals/contacts. Great for activity tracking reports and productivity analysis.
Leads
Pre-qualified prospects with titles, sources, labels, expected close values, and associated contacts. Helps with lead management and conversion analysis.
Products
Product catalog data including names, prices, codes, tax rates, and custom product fields. Useful for pricing analysis and product performance reporting.
Method 1: Using Pipedrive's Built-in Export
Pipedrive offers a basic data export feature built into the platform.
Steps
- Navigate to the list view in Pipedrive (e.g., Deals → List View)
- Apply any filters to narrow your data
- Click the export button in the top toolbar
- Download the CSV file
- In Google Sheets, go to File → Import → Upload the CSV
This works for one-off exports but has significant limitations: the data is immediately stale, there's no way to push changes back, and repeating this process weekly wastes valuable time.
Method 2: Pipedrive API (For Developers)
If you have development skills, you can use the Pipedrive REST API to pull data programmatically.
Steps
- Generate an API token in Pipedrive → Settings → Personal Preferences → API
- Write a script (Python, JavaScript, etc.) to call the Pipedrive API endpoints
- Use the Google Sheets API or Apps Script to write data into your spreadsheet
- Set up a scheduler (cron job, Cloud Functions, etc.) for automated updates
This approach offers maximum flexibility but requires significant development effort, ongoing maintenance, error handling, and API rate limit management. For most sales teams, this is overkill.
Method 3: PipedriveSheets Add-on (Recommended)
PipedriveSheets is a Google Sheets add-on purpose-built for Pipedrive integration. It combines the ease of the built-in export with the power of an automated solution.
Step 1: Install
Open Google Sheets → Extensions → Add-ons → Get add-ons → Search "PipedriveSheets" → Install. The entire process takes about 30 seconds.
Step 2: Connect
Go to Extensions → PipedriveSheets → Connect. Sign in with your Pipedrive account through secure OAuth. No API tokens to manage — just click, authorize, and you're connected.
Step 3: Choose Your Data
Select the entity type you want to import: deals, persons, organizations, activities, leads, or products. Then choose from your saved Pipedrive filters to pull exactly the subset of data you need.
Step 4: Select Columns
Choose which fields to include in your spreadsheet. PipedriveSheets detects all your standard and custom fields automatically. You can include or exclude fields to keep your spreadsheet clean and focused.
Step 5: Import
Click Import and your data appears in the spreadsheet within seconds. All data types are properly formatted — dates, currencies, phone numbers, and custom fields all come through correctly.
Using Filters for Targeted Imports
One of PipedriveSheets' most powerful features is filter-based importing. Instead of pulling your entire Pipedrive database, you can use your existing Pipedrive filters:
- "My Active Deals" — Import only your open deals, not the entire pipeline history
- "Hot Leads This Month" — Pull just the leads that need attention right now
- "Enterprise Accounts" — Focus on high-value organizations for account reviews
- "Overdue Activities" — Track what needs follow-up without scrolling through everything
This focused approach means faster imports, cleaner spreadsheets, and more relevant data for your analysis.
Working with Custom Fields
Pipedrive's custom fields are one of its most powerful features, and PipedriveSheets handles them all automatically:
- Text fields: Import as-is with full text content
- Numeric fields: Properly formatted numbers
- Date fields: Converted to standard YYYY-MM-DD format
- Monetary fields: Currency-formatted values
- Single and multiple option fields: Dropdown values imported correctly
- Phone and email fields: Contact details with proper formatting
- Address fields: Structured address data with subfields
No manual mapping required — custom fields are detected and imported automatically.
Setting Up Scheduled Auto-Sync
On Pro and Team plans, you can schedule automatic imports to keep your spreadsheet always up to date:
- Go to Extensions → PipedriveSheets → Sync Settings
- Enable Scheduled Sync
- Choose your interval: hourly, every few hours, daily, or weekly
- Save your settings
Your spreadsheet will automatically refresh with the latest Pipedrive data at your chosen interval. No manual work needed — just open your sheet and the data is current.
Enabling Two-Way Sync
The real power of PipedriveSheets is bidirectional synchronization. After importing data, you can edit records directly in Google Sheets and push changes back to Pipedrive:
- Update deal stages for multiple deals at once
- Correct contact information in bulk
- Add notes or modify custom field values across hundreds of records
- Use Google Sheets formulas to calculate values, then push the results back
When you sync, PipedriveSheets first pushes your local changes to Pipedrive, then pulls the latest data. This ensures nothing is lost or overwritten.
Common Use Cases
Weekly Pipeline Report
Import active deals with scheduled daily sync. Build charts and pivot tables that update automatically. Share the sheet with your leadership team for real-time pipeline visibility.
Quarterly Territory Review
Import all organizations by region. Analyze deal distribution, win rates, and revenue by territory. Use two-way sync to reassign accounts and update the CRM in bulk.
Sales Activity Tracking
Import activities for the current week. Build a dashboard showing calls made, meetings booked, and emails sent per rep. Identify productivity gaps and coaching opportunities.
Data Cleaning Sprint
Import contacts or organizations that need updating. Clean up data in Sheets using formulas (standardize formatting, fill in missing fields, merge duplicates). Push clean data back to Pipedrive with two-way sync.
Getting Started
Importing Pipedrive data to Google Sheets doesn't have to be complicated. With PipedriveSheets, the entire process takes under 2 minutes — from installation to seeing your CRM data in a spreadsheet. Start with the free plan (50 rows) to test it out, then upgrade to Pro or Team for unlimited data, scheduled sync, and two-way synchronization.
Install PipedriveSheets from the Google Workspace Marketplace today and transform how you work with your CRM data.