Organisation Insights

Mathias Gockeln

Hello,

my understanding is that it is not possible (for whatever reasons) to run and create reports on organisations. I was wondering what are the best workarounds? Of course I can create tons of filters and views but this is not really feasible and scalable. So I was wondering if there are any other best practices to share?

Amit Sarda (AmitSarda.xyz)

Your best solution is to set up a data pipeline using a tool like Coupler or Flatly.

This article describes the process in detail:

https://www.amitsarda.xyz/post/export-pipedrive-data-to-google-sheets

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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