Sync Google Sheets and Excel to your Pipedrive data and accelerate reporting and analysis

Automate my pipeline and data, Other use cases

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App screenshot
App screenshot
App screenshot
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Description

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.

Installation instructions

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 support@coefficient.io 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

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User reviews (4)

User reviews (4)

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FR
Fahmi Rashid
January 14, 2025 · 03:04

I have been searching for a quick but simple data connector and I found it. Coefficient really cuts all the hassle of aggregating data from multiple sources into one place in my Google Sheet. You don't need to be too technical. Just a few clicks and drag & drops, narrow down the scope of data that you want and some previews, within 1-2 minutes of setup you can automate data pull from Pipedrive the way you want. Snapshots is one of the neat features where you can capture a set of data for historical trend analysis.

A
Accounts
September 13, 2023 · 11:52

Very good product improvement in the last 3 months. Very useful for application integration and for good data management automatically.

GA
Greg Amaya
July 31, 2023 · 16:28

Simple. Set it and forget it. I use Coefficient to move data from Pipedrive to several live Google Sheets dashboards and daily reports. I can't image attempting to do this level of reporting without Coefficient. Coefficient is a game changer for anyone who wants to streamline their reporting process.

RA
Robert Anderson
July 27, 2023 · 13:46

Very simple way to link your Pipedrive data (People, Organizations, Leads) to many other important applications, I use it to link Pipedrive data to Tableau for reporting, even though Tableau is not yet a direct link. Coefficient + Google Sheets provides kind of an intermediary between Pipedrive and Tableau.... it works. I'd recommend it to anyone not satisfied with the report generation options within Pipedrive.

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