Flatly

by Flatly

In Automate my pipeline and data, Other use cases

Description How to set up Reviews (3)

Flatly auto-exports and flattens Pipedrive data to make it easier to share, analyze and connect. (ETL)

In Automate my pipeline and data, Other use cases

Description

**Pipedrive to CSV, XLSX and Google Sheets | Full data sets | Flatly **

https://flatly.io/integrations/pipedrive

Export and sync comprehensive Pipedrive datasets to Google Sheets, CSV or Excel XLSX files in cloud storage folders on a recurring, automatic basis. Historical data is included.

Downstream BI tools that read from cloud storage, including PowerBI, Google Data Studio, Qlik and Tableau.

Destinations:

Google Drive

Google Sheets

Excel Online

OneDrive

OneDrive for Business

Box

Dropbox

Amazon Web Services, S3 Storage

Azure Storage

Google Cloud Storage

FTP

SFTP

Installation instructions

Visit https://flatly.io/integrations/pipedrive
Click "Signup"/"Start a Free Trial"
Select Pipedrive as your data source
Select your data destination from the following:

Google Drive (includes Google Sheets)
Microsoft OneDrive (includes Excel Online)
Microsoft OneDrive for Business (includes Excel Online)
Box
Dropbox
Microsoft Azure
Amazon S3

Authorize Flatly to access your Pipedrive data
Set the remaining preferences for your Job, including frequency
Click "Run Once Now" to test
Click "Run Per Schedule"

Done. You can safely log out of Flatly. It is advisable to return periodically to check your logs.

Important: Flatly will sync all full, current Pipedrive data sets, not just new, single rows, to your cloud drives. This is a one-way sync to cloud drives.