How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I w

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

How can you automatically export data (deals, activities) out of Pipedrive at regular intervals? I would like to have an app that mimics the manual Export Data functionality at regular intervals, and writes that to a Google Drive in a CSV format. Flatly.io came really close, but it uses system field names as column names.

Mike van der Valk

Hi @Amit Sarda ,

Flatly which is represented in our Marketplace and being discussed on this topic can help you out with this: https://community.pipedrive.com/topic/flatly

https://community.pipedrive.com/user/sardamit

Mark Kofman

You can use 3rd party app - https://www.import2.com/apps/pipedrive - which allows you to setup scheduled exports of any data from Pipedrive including contacts, deals, activities, ... it also allows you to select the fields you want to be included in the export file

Mike van der Valk

Totally forgot that one, my bad Mark, good catch!

Warren Bloxham

I have downloaded an app as suggested and yes I can extract almost all the information I need - however I am still unable to extract the "note"s and the "done" Activity notes (past and present).

Elijah Stownton

Yes, there is another 3rd-party app called Skyvia. It allows us to automate export Pipedrive data to CSV: https://skyvia.com/data-integration/pipedrive-csv-file-import-and-export
Then, you can specify Google Drive as a location for these CSV files.

https://skyvia.com/data-integration/pipedrive-csv-file-import-and-export

Michaela Staffova_21158

Hello @Amit Sarda, Michaela from Integromat here 👋

Have you maybe considered automating this process? You could monitor new data in your Pipedrive and automatically push it to a Google Sheet let's say every Friday. 

Aaaaand you could totally manage to achieve this with Integromat - a no-code platform that lets you connect Pipedrive to other services and automate all kinds of tasks and processes. 

There's actually a pre-made template that accomplishes something similar --> it adds new deals to a spreadsheet.           

 

To see what the options generally are when working with Pipedrive on Integromat, you can check out ➡️  the features and functionality of the integration. 

 

Well and if you're interested in trying the automation fun out for yourself, you can simply sign up for a free account and get the party started 🤓

https://community.pipedrive.com/user/amitsarda

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Since posting this query, I have found a couple of solutions using Flatly and Coupler.

I like Coupler more since it has a much cleaner user experience.

https://flatly.io/?via=amit