blog post

Import your Pipedrive CRM data to Google Sheets: How-to, metrics and more

Florian Cabirol
January 31, 2024
Import your Pipedrive CRM data to Google Sheets: How-to, metrics and more

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.
Connect Google Sheet to Facebook Ads
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

Welcome to this comprehensive guide designed to help marketing professionals effortlessly visualize their Pipedrive data in Google Sheets. By the end of this tutorial, you'll be equipped with the knowledge to create dynamic data reports, enabling deeper insights and more strategic decision-making through the powerful combination of Pipedrive and Google Sheets.

How to connect your Pipedrive account to Google Sheets

Add a source on Catchr

To kick things off, visit the Catchr homepage and locate the "Source" option in the left-hand menu. Click on "Add a Source" situated at the top right corner. Here, you'll need to select Pipedrive from the list of platforms and follow the prompts to establish a connection between Catchr and Pipedrive.

Adding Pipedrive as a source on Catchr

Create a New Query

Begin by opening Google Sheets and locate "Catchr" in the menu. From there, select "New Query" to initiate a new query for importing your Pipedrive data.

Select Your Data Source

In the query tab, you have the option to choose your desired source, which in this case is Pipedrive. If the Pipedrive account doesn't appear in the source list, simply click on the "+" button to add it as a new source.

Selecting Pipedrive as your data source

Select Your Account(s)

Next, navigate to the "Select account(s)" tab where you can select the specific Pipedrive account(s) from which you wish to import data.

Selecting your Pipedrive account

Choose Metrics and Dimensions

Moving forward, switch to the "Metrics" and "Dimensions" tabs to pick the specific data points you want to analyze. Examples of metrics and dimensions available for Pipedrive include:

Metrics:

  • Pipeline Id: Identifies a pipeline
  • Deal Value: The value of a deal
  • Deal Won Time: When the deal was won
Choosing metrics for your query

Dimensions:

  • Deal Organization Name: Name of the organization involved in a deal
  • Deal Status: The status of a deal (e.g., won, lost)
  • Person Name: The name of the person associated with a deal

Choose metrics and dimensions that will most benefit your analysis and reporting objectives.

Selecting dimensions for your query

Set Date Range

After picking your metrics and dimensions, proceed to the "Date Range" tab. Here, you gain access to preset date ranges such as "Last month" or "This year", but you’re also free to specify your own custom start and end dates for the data you're pulling in.

Setting date range for your data import

Apply Filters

To refine your data further, apply filters in the "Filters" tab. An example filter setup for Pipedrive might look like this:

  • Field: Deal Status
  • Operator: equals
  • Value: Won

For instance, if you're only interested in "won" deals, you'd use the above criteria.

Applying filters to your data

Schedule & Customize Data Refreshness

Lastly, visit the "Options" tab to schedule automatic data refreshes. You can also toggle options like "Append rows" for adding new rows at your query's end, or "Combine rows" to update all current rows within your range.

Following these steps ensures your Pipedrive data in Google Sheets remains up-to-date, giving you real-time insights into your marketing efforts.

Customizing data refresh options

Creating Dynamic Google Sheets with Pipedrive Data

With the integration of Pipedrive and Google Sheets through Catchr, marketing professionals can unleash the full potential of their data. Here are examples of how to leverage this powerful combination:

Sales Performance Dashboard: Create a comprehensive dashboard featuring real-time updates on sales performance metrics such as deal values, win rates, and sales cycle lengths. You can track performance over time and identify trends that will help in forecasting and strategizing.

Lead Management System: Develop a system for tracking leads from their entry point to conversion. Using filters, you can categorize leads based on various criteria like geography, lead source, and status. This enables a more targeted follow-up strategy and helps in understanding the effectiveness of different lead sources.

Customer Interaction History: Compile a detailed report on customer interactions including emails, calls, and meetings. Segment this data by sales representative or time period to gain insights into customer engagement patterns and representative performance.

Through the integration of Pipedrive and Google Sheets via Catchr, the possibilities are virtually limitless. Leveraging this data effectively can lead to more informed decision-making, optimized marketing strategies, and ultimately, heightened business success.

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.

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.

Unlock Insights with Style!

Transform your marketing data into stunning dashboards.

Integrate, visualize, and impress with Catchr's seamless dashboards. Elevate your data game now!
Build your first report
14 days free-trial - No credit card required 🎉

More blog post about Pipedrive

Import your Pipedrive CRM data to Google Sheets: How-to, metrics and more

Transform your Pipedrive data into actionable insights with our step-by-step tutorial on integrating it into Google Sheets via Catchr. This guide is crafted for marketing professionals aiming to leverage the synergy between Pipedrive and Google Sheets for dynamic reporting and strategic analysis. Learn how to connect your account, select essential metrics and dimensions, and customize your data analysis setup. Ideal for those seeking to enhance sales performance monitoring, lead management, and customer interaction tracking, all within the flexibility of Google Sheets.

Florian Cabirol

Explore your Pipedrive CRM data with PowerBI : How-to, templates and metrics

Learn to integrate Pipedrive with PowerBI for advanced sales data analysis in our step-by-step guide, and unlock powerful insights to drive your sales strategies and performance.

Florian Cabirol

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

Connect your Pipedrive CRM to Looker Studio. Extract and visualize all the data you need and get a free-template from this.

Florian Cabirol