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.

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⚙️ 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).

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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

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🧠 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.

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📬 Contact

Need help customizing this (e.g., pulling only active deals, calculating win-rates, or sending dashboards)?

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