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

1. In Pipedrive → Personal preferences → API → copy your API token
   • URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
2. 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
3. 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)?

📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com