How can I export the date of entry and evolution of a deal?
Hi Guys,
I've been trying to find a way to export the information of the evolution date of a deal on Pipedrive. When I used the duration Insight the only info I get is the avarage period of each step but not when each specific deal entered on each step of the funnel.
I can find the information on the changelog but I dont know how to export that info easily.
If anyone could help me :) ....
Best Answer
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@Sávio_45215 it should be possible using the API /v1/deals/{id}/flow with the all_changes parameter.
You should be able to list all deal changes on a log fashion and then use Google Sheets or Excel to build the report view as you want it.
Other than that I am not aware of this changes being available any other way but I might be wrong. You should hit the support chat on this!
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Answers
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You can do this using Flatly or Coupler.
I have outlined the process here: https://www.amitsarda.xyz/post/export-pipedrive-data-to-google-sheets
Another method is to build the entire data pipeline using Make/Integromat.
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