Pipedrive & Looker Studio: setup guide

An in-depth Introduction into Data Visualization with Pipedrive and Looker Studio

As a marketing professional, the ability to visualize your marketing data concisely can be the difference between insight and oversight. In this comprehensive tutorial, we will walk you through the process of linking your Pipedrive account with Looker Studio - formerly known as Google Data Studio - to create dynamic, visually engaging reports that streamline your marketing strategy analysis. By the end, you will be fully equipped to transform your raw Pipedrive data into actionable, easily understandable insights.

How to connect your Pipedrive account to Looker Studio

Create an Account on Looker Studio

Embarking on the journey with Looker Studio starts with account creation. If you are already a Google user, you'll find this step convenient as you can tie your existing Google account to Looker Studio seamlessly.

Connect Pipedrive to Looker Studio

• Navigate to your Looker Studio dashboard and initiate the report crafting process by clicking on the "Create" button.

• Continue by selecting "Report."

• Within the data sources gallery, enter the fray by searching for the Catchr Pipedrive data connector.

Step-by-step guide on the authorization step:

For first-time authorization of this connector, a few more steps are required:

• Looker Studio needs you to grant permissions to use the community connector.

• Select your Google Account for connection.

• Read the authorization details provided, then scroll down for the next step.

• Grant the necessary access by clicking 'Allow.'

With your Google Account's access greenlit, it's time to permit the Looker Studio connector for Pipedrive to pull in data from Catchr.

• Click on the 'Authorize' button under 'Pipedrive requires authorization to connect your data to Looker Studio.

• Follow the straightforward instructions in the popup to authorize Catchr for Pipedrive access. Upon completion, you'll see a confirmation.

• After a brief loading period, select the Pipedrive account to which Catchr will have access and click "Add".

In conclusion, the authorization process between Pipedrive and Looker Studio is a secure and seamless integration that unlocks the full power of your marketing data.

Example of metrics you can use with the Looker Studio Integration for Pipedrive

Connecting Pipedrive with Looker Studio opens a vast expanse of metrics that can be tailored to your analytical needs. Whether you are tracking individual lead progression, assessing pipeline efficiency, or forecasting sales outcomes, the customization available through Looker Studio is robust.

Leverage metrics such as Pipeline Name, Pipeline Deal Probability, and Deal Expected Close Date to build comprehensive dashboards that give a snapshot of your sales funnel's health. Visualize the efficiency of your sales process with metrics like Person Activities Count against Person Won Deals Count, which can shed light on the average touchpoints required to close a sale.

For a more granular approach, delve into metrics like Deal Value, Deal Stage Change At, and Deal Lost Reason to identify opportunities for optimization or training. Explore the distribution of leads across different sources and territories with Lead Source Name or Deal Currency to refine regional strategies and investment focuses.

By creating dynamic, interactive reports in Looker Studio, you can drill down into any aspect of your Pipedrive data, allowing you to pivot quickly based on real-time findings and iterate on your marketing strategies effectively.

Ready to kickstart your data visualization journey? Explore the full list of available metrics for Pipedrive and Looker Studio integration at Catchr Pipedrive Metrics.