Pipedrive
+
Google Sheets
+
Microsoft Excel

Pipedrive in your spreadsheet

Import live, refreshable data from your Pipedrive account in Microsoft Excel and Google Sheets.

Import Pipedrive data in your spreadsheet

Pipedrive is a popular web-based customer relationship management (CRM) tool for managing all your company's relationships and interactions with customers and leads. This Pipedrive spreadsheet integration for Google Sheets and Microsoft Excel enables you to import data from your Pipedrive account, like leads, contacts, organizations and activities. This add-on will enable you to integrate on-demand, refreshable customer management data without leaving your spreadsheet.

For example, with this Excel and Google Sheets add-on you can:

  • Enrich leads and contact profiles with information from your Pipedrive account, including first and last name, phone, open deal,
  • Enrich company profiles with information from your Pipedrive account, including name, people count, open deals, activity status, and address.
  • Import deals data from Pipedrive, including name, owner, status, amount, and activity.
  • Extract a list of organizations from your Pipedrive account including name, label, activity, address and open deals.
  • Export a list of people from your Pipedrive account including name, phone, email, activity and number of email messages.

Click here to learn more about the specific syntax for each of the Pipedrive spreadsheet functions.

Getting Started

Flex.io makes it easy to create, use and share custom spreadsheet functions that import data from services you know and love. Click on the button below to use the Pipedrive function collection with Microsoft Excel or Google Sheets. Please note that you'll need a Pipedrive account to use this integration.

Need Help?

Have questions? Need help with installation? Need other Pipedrive functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!

Functions and Syntax

This integration for Microsoft Excel or Google Sheets includes the following functions:

Pipedrive Organization Enrichment

Returns profile information of a company in Pipedrive based on the search term

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-enrich-org", search_term, [properties])

Parameters

Property Type Description Required
search_term string The search term to look for; minimum of 2 characters. true
properties array The properties to return (defaults to name). See "Notes" for a listing of the available properties. false

Sample Usage

Notes

The following properties are available:

  • id: Organization id
  • name: Organization name (default)
  • label: Organization label
  • people_cnt: Number of people in the organization
  • open_deals_cnt: Number of open deals
  • add_date: Created date
  • update_date: Updated date
  • next_activity_date: Next activity date
  • last_activity_date: Last activity date
  • won_deals_cnt: Number of won deals
  • lost_deals_cnt: Number of lost deals
  • closed_deals_cnt: Number of closed deals
  • activities_cnt: Number of total activities
  • done_activities_cnt: Number of done activities
  • undone_activities_cnt: Number of activities to do
  • email_messages_cnt: Number of email messages
  • picture_id: Profile picture
  • address: Address
  • address_suite: Apartment or suite number
  • address_number: Street number
  • address_street: Street name
  • address_district: District/sublocality
  • address_city: City/town/village/locality
  • address_state: State/county
  • address_region: Region
  • address_country: Country
  • address_postal_code: Zip/postal code
  • address_combined: Combined address

Pipedrive People Enrichment

Returns profile information of a person in Pipedrive based on the search term

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-enrich-people", search_term, [properties])

Parameters

Property Type Description Required
search_term string The search term to look for; minimum of 2 characters. true
properties array The properties to return (defaults to name). See "Notes" for a listing of the available properties. false

Sample Usage

Notes

The following properties are available:

  • id: The person's id
  • name: The person's name (default)
  • label: The person's label
  • phone: Phone number
  • email: Email address
  • add_date: Created date
  • update_date: Updated date
  • open_deals_cnt: Number of open deals
  • next_activity_date: Next activity date
  • last_activity_date: Last activity date
  • won_deals_cnt: Number of won deals
  • lost_deals_cnt: Number of lost deals
  • closed_deals_cnt: Number of closed deals
  • activities_cnt: Number of total activities
  • done_activities_cnt: Number of done activities
  • undone_activities_cnt: Number of activities to do
  • email_messages_cnt: Number of email messages
  • picture_id: Profile picture
  • last_incoming_mail_date: Date of the last email received
  • last_outgoing_mail_date: Date of the last email sent

Pipedrive Deals List

Returns a list of deals from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-list-deals", [properties])

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Notes" for a listing of the available properties. false

Sample Usage

Notes

The following properties are available:

  • deal_name: Deal name
  • deal_owner: Deal owner
  • deal_status: Deal status
  • amt: Amount
  • amt_home: Amount in home currency
  • lost_reason: Lost reason
  • close_date: Close date
  • pipeline_id: Pipeline ID
  • participants_cnt: Number of contacts
  • activities_cnt: Number of activities
  • last_activity_date: Last activity date
  • next_activity_date: Next activity date
  • created_date: Created date
  • updated_date: Last activity date

Pipedrive Organizations List

Returns a list of organizations from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-list-orgs", [properties])

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Notes" for a listing of the available properties. false

Sample Usage

Notes

The following properties are available:

  • id: Organization id
  • name: Organization name
  • label: Organization label
  • people_cnt: Number of people in the organization
  • open_deals_cnt: Number of open deals
  • add_date: Created date
  • update_date: Updated date
  • next_activity_date: Next activity date
  • last_activity_date: Last activity date
  • won_deals_cnt: Number of won deals
  • lost_deals_cnt: Number of lost deals
  • closed_deals_cnt: Number of closed deals
  • activities_cnt: Number of total activities
  • done_activities_cnt: Number of done activities
  • undone_activities_cnt: Number of activities to do
  • email_messages_cnt: Number of email messages
  • picture_id: Profile picture
  • address: Address
  • address_suite: Apartment or suite number
  • address_number: Street number
  • address_street: Street name
  • address_district: District/sublocality
  • address_city: City/town/village/locality
  • address_state: State/county
  • address_region: Region
  • address_country: Country
  • address_postal_code: Zip/postal code
  • address_combined: Combined address

Pipedrive People List

Returns a list of people from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-list-people", [properties])

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Notes" for a listing of the available properties. false

Sample Usage

Notes

The following properties are available:

  • id: The person's id
  • name: The person's name
  • label: The person's label
  • phone: Phone number
  • email: Email address
  • add_date: Created date
  • update_date: Updated date
  • open_deals_cnt: Number of open deals
  • next_activity_date: Next activity date
  • last_activity_date: Last activity date
  • won_deals_cnt: Number of won deals
  • lost_deals_cnt: Number of lost deals
  • closed_deals_cnt: Number of closed deals
  • activities_cnt: Number of total activities
  • done_activities_cnt: Number of done activities
  • undone_activities_cnt: Number of activities to do
  • email_messages_cnt: Number of email messages
  • picture_id: Profile picture
  • last_incoming_mail_date: Date of the last email received
  • last_outgoing_mail_date: Date of the last email sent

Use Pipedrive in your spreadsheet now!