How to export Pipedrive data into different files separated by managers?
Hi there!
I want to automatically export data from Pipedrive and create online files separated by sales managers. The data in those files should refresh daily. These files could be in the form of a Google Sheets or Excel online file.
Does anyone know of any tools or solutions for this task? We have over 50 sales managers, and doing this task manually consumes a lot of time.
Am I the only one who needs this kind of workflow? :)
Answers
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Hi Amit! Thanks for the answer.
I've checked Coupler.io. It really can help with this task, very nice tool!
But I guess, I'll need to create 50+ connectors for each manager, so I quickly reach the plan limits or will be forced to buy more expensive plan. And in case of any changes, I'll need to edit all of those 50 connectors. If only they had the ability to separate the data in a single export run, that would be a real pain solver :)
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Hey @Robert Basil,
It's Amit, not Amid. :)
You can export all the data in one go using a single connector, and then split the file into multiple sheets using a script.
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@Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
Sorry for wrong name, edited my reply :)
Interesting, I'll check this script, thanks!
However, I'm not familiar with Python 😅
I guess it's time to learn it...
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You can set up a script in Google Apps Script too.
ChatGPT can help. :)
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