Complete Installation Process

Follow these carefully designed steps to get PipedriveSheets working perfectly

1

Open in Google Workspace Marketplace

Click the button below to access the official PipedriveSheets listing

Pending

Get started by opening PipedriveSheets in the Google Workspace Marketplace. The button below will take you directly to the official add-on listing page.

Open in Google Workspace Marketplace
Install PipedriveSheets in seconds
Important: Make sure you're signed into the correct Google account and have permissions to install add-ons in your workspace.
2

Click the Install Button

Review the add-on page and begin installation

Pending

On the marketplace page, you'll see PipedriveSheets with screenshots, feature descriptions, and user reviews. Take a moment to verify the official branding and verified publisher badge, then click the blue "Install" button in the top-right corner.

Google Verified

Passed Google's security review process

Trusted by Users

Read reviews from real PipedriveSheets users

Secure Permissions

Minimal access following best practices

Next Step: After clicking Install, Google will prompt you to review and accept the required permissions.
3

Grant Required Permissions

Review and accept the permissions dialog

Pending

After clicking Install, Google will display a permissions dialog. Select your Google account, then carefully review the requested permissions. PipedriveSheets only requests the minimal access needed to securely sync your Pipedrive data. Click "Allow" to grant permissions and complete the installation.

Access to Current Spreadsheet

Read and modify the current Google Sheets document

Display User Interface

Show dialogs and interfaces within Google Sheets

External API Access

Connect to Pipedrive API to sync your CRM data

Email Address

Contact support and identify your account for plan features

Security Guarantee: We only access your current spreadsheet and never store data outside of Google's secure environment. All permissions follow OAuth 2.0 standards.
4

Find PipedriveSheets in Extensions

Locate the add-on in your Google Sheets menu

Pending

Installation complete! Open any Google Sheets document and navigate to Extensions > PipedriveSheets in the menu bar. You'll see the add-on is now available and ready to use.

1
Open a Google Sheets document
2
Click Extensions in the menu
3
Select PipedriveSheets
Pro Tip: If you don't see PipedriveSheets immediately, try refreshing your browser page (Ctrl+F5 or Cmd+Shift+R).
5

Launch PipedriveSheets

Start syncing your Pipedrive data

Pending

Click on Extensions > PipedriveSheets to open the add-on for the first time. You'll see a "Get Started with Pipedrive" menu item. Click it to initialize PipedriveSheets, then go back to Extensions > PipedriveSheets again to see the full menu with all sync options, settings, and configuration features.

First Access
Extensions > PipedriveSheets
Click "Get Started with Pipedrive"
After Initialization
Extensions > PipedriveSheets
Full menu now available

Available Features

Sync Data

Import deals, persons, organizations, and activities from Pipedrive

Push Changes

Send your Google Sheets changes back to Pipedrive

Pipedrive Settings

Configure your API connection and data filters

Two-Way Sync

Set up automatic bidirectional synchronization

Team Management

Collaborate with team members and share configurations

Schedule Sync

Automate syncing with time-based triggers

Installation Complete!

Congratulations! PipedriveSheets is now installed and ready to transform your workflow.

What's Next?

1
Connect Pipedrive

Link your Pipedrive account using secure API authentication

2
Configure Settings

Customize sync preferences and data mapping options

3
Start Syncing

Begin real-time synchronization of your CRM data

Troubleshooting Guide

Common issues and their solutions

I don't see the PipedriveSheets menu after installation

The installation failed or permissions were denied

Can I install this on multiple Google accounts?

Is my data secure during the installation?