Google Sheets Add-On for Pipeline CRM

Unlock the full potential of your Pipeline CRM with our Google Sheets Add-On. Effortlessly import your saved list views directly into Google Sheets, enabling you to harness live data for dynamic reporting. Our user-friendly interface simplifies data management, allowing you to create customized reports with ease. Each worksheet supports individual filters, giving you the flexibility to analyze your data precisely as you need. Streamline your workflow and enhance your decision-making with this powerful integration.

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.

Resources:

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.

Google Sheets Add-On for Pipeline CRM

Integrate Pipeline CRM with Google Sheets

© Pipeline CRM 2025