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Discussion List
Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️
What? You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides. For whom? Smart Docs users on the Professional and Enterprise plan. When? Out now across all regions. 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
Zapier: PD > updating a row in G-sheets
Hi all, I'm doing some fun integrations with Gsheets using Zapier. Here's what I trying to achieve. I have 2 PD filters, A & B: * A: when deals move to stage XYZ and are "open" * B: deals are still in stage XYZ but marked as "lost" I want both to appear in a Gsheet. For filter A, I have succeed to "create a new row" in…
Documents - google.com refused to connect
I am trying out the Documents Beta, and when I go into Edit Blank Document for quotes, I receive a notice that says "accounts.google.com refused to connect" I made sure my google account permissions were set for Pipedrive and they are. Not sure whats the issue?
Scheduled export of filtered data, is it possible?
Hi there, I am trying to create a scheduled export of filtered data from PD. Is this possible from within PD? I also work with zapier on inputting data to PD but not sure if the export from PD will work that way. Any thoughts greatly appreciated. Cheers D
Google Sheets / Pipedrive connection
Hey ! Does anyone know if we can connect data we've got in Google Sheets in a deal ? Use case : My sales reporting is in Google Sheets and i want to connect "Quantity of products" of a specific deal to that reporting so my sales are linked to the deal. Thanks again for your help
Pull Pipedrive data into Google Sheets - Tutorial
Hello Pipedrive Community, Last year, I created an add-on called API Connector for Sheets that pulls data from Pipedrive and other platforms to Google Sheets. There are now nearly 100K users, many of whom use it for Pipedrive, so I created a beginner-friendly, step-by-step tutorial for how to use API Connector with the…
Marketplace App to track and organize marketing KPI data?
Hoping to be able to leverage this resource and see what others might have used. I am using Google Sheets right now, but I would like to see if there is another solution out there.. I am tracking very basic KPIs at the moment though.. nothing too complex. * # of emails sent * # of emails opened * email open % * # of emails…