Track Pipedrive Deals in Google Sheets for Sales Pipeline Reporting
This workflow pulls deals from Pipedrive, categorizes them by stage, and logs them into a Google Sheet for reporting and tracking.
⚙️ Setup Instructions
1️⃣ Connect Pipedrive
In Pipedrive → Personal preferences → API → copy your API token
URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
In n8n → Credentials → New → Pipedrive API
Company domain: {your-company} (the subdomain in your Pipedrive URL)
API Token: paste the token from step 1 → Save
In the Pipedrive Tool node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).
2️⃣ Prepare Your Google Sheet
Connect your Data in Google Sheets
Use this format: Sample Sheet
Row 1 = column names
In n8n, create credentials: Google Sheets (OAuth2)
Log in with your Google account and select your Spreadsheet + Worksheet
🧠 How it works
Get many deals (Pipedrive): Fetches all deals with stage IDs.
Categorize Stages: Maps stage IDs → friendly stage names (Prospecting, Qualified, Proposal, Negotiation, Closed Won).
Today's Date**: Adds a date stamp to each run.
Set Fields**: Combines stage, deal name, and date into clean columns.
Google Sheets (Append)**: Writes all rows to your reporting sheet.
📬 Contact
Need help customizing this (e.g., pulling only active deals, calculating win-rates, or sending dashboards)?
📧 robert@ynteractive.com
🔗 Robert Breen
🌐 ynteractive.com
Related Templates
Extract Named Entities from Web Pages with Google Natural Language API
Who is this for? Content strategists analyzing web page semantic content SEO professionals conducting entity-based anal...
Add product ideas to Notion via a Slack command
Use Case In most companies, employees have a lot of great ideas. That was the same for us at n8n. We wanted to make it a...
Automate Daily Keyword Research with Google Sheets, Suggest API & Custom Search
Who's it for This workflow is perfect for SEO specialists, marketers, bloggers, and content creators who want to automa...
🔒 Please log in to import templates to n8n and favorite templates
Workflow Visualization
Loading...
Preparing workflow renderer
Comments (0)
Login to post comments