Pulling data out of Pipedrive for further analysis? Hitting reporting limitations or the inability to blend Pipedrive data with data coming from other business systems? Unable to share Pipedrive reports with colleagues that don’t have access?

We’ve been there. Streamline reporting, analysis, and visibility by syncing Google Sheets or Excel with your live Pipedrive data. Integrating Google Sheets or Excel with Pipedrive allows you to go far beyond manual spreadsheet imports. Automate operational reports, trigger custom alerts, and more.

Sales operators use Coefficient to increase productivity and enable better reporting. Using the Coefficient UI, teams can build unlimited custom reports and blend data with other business systems – such as a data warehouse, payment system, or analytics platform – without ever leaving your spreadsheet.

Custom Report Builder Keep your spreadsheets performant and clean by creating imports with only the data you need. As you need more, simply add new fields to your import.

Automated Data Updates Say goodbye to stale data. Select the frequency that you’d like to see fresh Pipedrive data in your spreadsheet and we’ve got you covered.

Custom Notifications Automatically notify your team on an immediate, daily, or weekly basis depending on your use case. Want to trigger closed won deals into Slack? Want to trigger an email alert when an opportunity hasn’t been touched recently? The sky’s the limit.

To install and connect Coefficient to your Pipedrive account, follow these steps:

1. If you don’t have a Coefficient account, sign up for free at coefficient.io/get-started.
2. Follow the instructions provided to install the Coefficient extension.
3. Launch Coefficient by clicking on the Extensions menu in the top navigation of your Google Sheet or Excel spreadsheet. Then, hover your mouse over Coefficient and click ‘Launch’.
4. When the sidebar app is launched, click ‘Import From’ and select Pipedrive as your data source.
5. Follow along with the prompts in your sidebar app to create your first Pipedrive import into Google Sheets or Excel. For a detailed walkthrough check out the video on our Pipedrive integrations page.
6. During your trial, you will have the Pro plan by default. Once your trial ends, you can purchase a plan or be moved down to our Free plan.

Questions along the way? Contact us at [email protected] or directly from your sidebar app by clicking on the chat icon in the top right. We’re here to help!

Important notes: No credit card required to start using Coefficient Cancel your trial anytime by simply uninstalling the app