Pipedrive / Excel Sync

Thomas Schalow
Thomas Schalow Member Posts: 3
edited July 2022 in Apps and Integrations #1

Hi everybody, 

I'm looking for the smartest way to auto sync different pipedrive filter views (ALL, Segments, Target groups) to excel files. What's the best solution for this task? 

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited April 2021 #2

    There isn't really a way to do this out of the box.

    You may want to look at the API, but I'm not sure you will be able to filter it the same way you described above.