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Connect Pipedrive to Looker Studio : how-to, templates and metrics...

Florian Cabirol
September 11, 2024
Connect Pipedrive to Looker Studio : how-to, templates and metrics...

Quick steps to create a Pipedrive report with Google Sheets:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Pipedrive data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
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Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Pipedrive report with Looker Studio:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Pipedrive at the end of the page.

The tutorial

Quick steps to create a Pipedrive report with PowerBI:

You can easiliy create a Pipedrive report following this step :

  1. Get informations from the data integration from our Pipedrive connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Pipedrive at the end of the page.

The tutorial

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.

Creating an account on Looker Studio

Connect Pipedrive to Looker Studio

  • Navigate to your Looker Studio dashboard and initiate the report crafting process by clicking on the "Create" button.
Clicking Create Button on Looker Studio Dashboard
  • Continue by selecting "Report."
Selecting 'Report' option in Looker Studio
  • Within the data sources gallery, enter the fray by searching for the Catchr Pipedrive data connector.
Searching for Pipedrive 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.
Authorizing Looker Studio to use connector
  • Select your Google Account for connection.
Choosing a Google Account
  • Read the authorization details provided, then scroll down for the next step.
Authorization Details
  • Grant the necessary access by clicking 'Allow.'
Granting Access

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.
Authorizing Pipedrive
  • Follow the straightforward instructions in the popup to authorize Catchr for Pipedrive access. Upon completion, you'll see a confirmation.
Catchr Authorization Confirmation
  • After a brief loading period, select the Pipedrive account to which Catchr will have access and click "Add".
Adding Pipedrive account
Finalizing account addition

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.

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Connect your Pipedrive data to Google Sheets thanks to Catchr's no code connector!

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In this Pipedrive template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

No items found.

In this Pipedrive template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

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