Integrations used
playbook Template
Copy all Pipedrive deals to a Google Sheet
This playbook will copy all Pipedrive deals into a Google Sheet.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find Pipedrive deals
Action
Add data to sheet tab
Action
Efficiently managing sales data is crucial for prospecting and tracking progress in your pipeline. Bardeen's playbook "Copy all Pipedrive deals to a Google Sheet" simplifies this process by exporting your deals from Pipedrive, a popular CRM tool, into the flexible environment of Google Sheets. This allows sales teams to perform deeper analysis, share insights, and collaborate seamlessly on deal progress without manual data entry.
Here's how you can automate the transfer of Pipedrive deals into a Google Sheet:
- Step 1: Extract Pipedrive deals - This step fetches all the deals from Pipedrive, ensuring that you have the latest data at your fingertips without manual effort.
- Step 2: Convert to table format - Bardeen then converts the deal data into a structured table format, preparing it for transfer to Google Sheets.
- Step 3: Append to Google Sheet - The processed data is then added to your designated Google Sheet, allowing for easy access and manipulation of your Pipedrive deals data.
How to run the playbook
If you’re like most salespeople, you’re probably using multiple sales tools to track your deals and manage your pipeline. But manually copying and pasting data between them is time-consuming and error-prone. This automation will copy all your Pipedrive deals into a Google Sheets table, so you can easily track and manage them in one place.
This playbook will get all deals from Pipedrive and save them to Google Sheets.
Let's set it up!
Step 1: Setup the playbook
Click the “Pin it” button at the top of this page to get this automation saved to your Playbook.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive and Google Sheets.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook when you want to sync your deal data to Google Sheets.
Bardeen will extract information from your Pipedrive deals like title, link, close date, deal owner, deal value and many more.
You will be asked to specify your Google Sheets.
Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook.
Step 2: Start saving!
When you want to sync your data to Google Sheets, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen and run this playbook. It will get all information from the deals and add them to your table, saving you time.
This automation is fantastic if you are using Pipedrive as your single source of truth but would like to sync a record of your deals with Google Sheets.
Find more Google Sheets automations, Pipedrive automations, or edit the playbook to suit your own workflow.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
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Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.