Google Sheets Add-On

The Pipeline CRM Data Importer allows you to import your saved list views from Pipeline CRM into Google Sheets. Use the simple, intuitive interface to pull live data into Google and build powerful reports. Each worksheet supports its own filter.

Integrate Pipeline CRM with Google Sheets

Refresh all of your worksheets with a single click to keep the data live and your reports updated. Each import clears all the data on the worksheets and reimports live from PipelineDeals. All formulas, graphs, and charts you create using the data should reside on separate worksheets.

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How to set-up and use

Effortless data import

You can quickly import saved list views from Pipeline CRM directly into Google Sheets. Its intuitive interface simplifies the process, allowing you to pull live data into your spreadsheets with ease.

Real-time data refresh

Keep your reports up-to-date effortlessly. The Data Importer enables you to refresh all worksheets with a single click, ensuring that your data remains current. Each import clears existing data and reimports live information from Pipeline CRM, maintaining the accuracy of your reports.

Enhanced reporting capabilities

By integrating Pipeline CRM data into Google Sheets, you can build and maintain powerful reports. The add-on supports individual filters for each worksheet, allowing for customized data views. Additionally, you can create formulas, graphs, and charts on separate worksheets to analyze and visualize your data effectively.

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Google Sheets Add-On

Integrate Pipeline CRM with Google Sheets

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