How can I export the date of entry and evolution of a deal?

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Sávio_45215

Sávio_45215 Member Posts: 1

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Photogenic

January 2023 in Sales CRM #1

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 :) ....

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Import / Export Data

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Best Answer

ddutra Member Posts: 22

January 2023 #2 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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Amit Sarda (AmitSarda.xyz) Member Posts: 1,531

January 2023 #3
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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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