Dowloading the contents in won & closed deals
Daniel Akowuah
Member Posts: 2 VERIFIED MEMBER
Will Pipedrive be providing the ability for Won and Closed Deals to be downloaded along with the contents (emails, notes, documents, contacts, etc.) within the deal?
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Answers
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I would suggest considering building a data pipeline using Coupler or Coefficient.
You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets.
Depending on what you're looking for, you could also use custom API calls and build a custom portal to get this information.
More about building a data pipeline for Pipedrive in this article.
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