How to Integrate Pipedrive with Google Sheets

Quick summary

This tutorial shows how to integrate Pipedrive with Google Sheets using a Zapier automation, so that CRM data flows automatically into your spreadsheet without manual data entry. You will configure a trigger in Pipedrive and an action in Google Sheets to complete the no-code workflow.

Steps

1. Log in to Zapier, click on "Create," and then select "Zaps" to get started.
2. Click "Trigger" to proceed to the trigger setup step.
3. Search for "Pipedrive" and select it as the Trigger App.
4. Choose a trigger event from the available Pipedrive options.
5. Sign in to your Pipedrive account and click "Continue" to authorize the connection.
6. Click "Test trigger" to verify that Pipedrive data is being received correctly.
7. Click "Continue with selected record" to confirm the trigger test result.
8. Search and select "Google Sheets" as the action app.
9. Choose an event under Google Sheets that defines what action to perform.
10. Log in to your Google Sheets account and click "Continue" to authorize access.
11. Complete and customize the required fields, then select "Continue" to map your data.
12. Click "Test step" to verify the Google Sheets action runs correctly.
13. Select "Publish" to activate and complete the Pipedrive–Google Sheets integration.