How to Push Pipedrive Deal Data to Google Sheets Reporting Through Zapier
Pushing Pipedrive deal data to Google Sheets using Zapier is an effective way to automate reporting and track deal progress. Here's a step-by-step guide to set it up:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Search and select 'Pipedrive' as your trigger app.
- Select 'New Deal' as your trigger event.
- Connect your Pipedrive account.
- Click 'Test trigger' to ensure it pulls the correct sample data from your Pipedrive account.
- In the 'Action' section, search for and select 'Google Sheets'.
- Select 'Create Spreadsheet Row' to add a new row for each deal.
- Connect your Google Sheets account.
- Select the specific spreadsheet and worksheet where the data will be recorded. Click 'Continue'.
- Click 'Test step' to test the Google Sheets action to ensure data from a sample deal in Pipedrive is added correctly to your spreadsheet.
- Once the test is successful, click 'Publish'.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it