Overview
Pipedrive is a popular web-based customer relationship management (CRM) tool for managing all your company’s relationships and interactions with customers and leads. With this spreadsheet integration for Google Sheets and Microsoft Excel, you can import and query current data from your Pipedrive account, like contacts, companies, leads, deals and activities.
What you can do
With this integration, you can:
- Interactively search and filter your Pipedrive data
- Query and analyze your sales pipeline
- Lookup and track current deals and activity
- Lookup information for a list of contacts
- Enrich your spreadsheet with your Pipedrive data
What you need
You need to have a Pipedrive account to use this integration. Also, if you haven't already installed the Flex.io add-on for Excel or Google Sheets, you need to set this up as well.
Functions and Syntax
This integration for Microsoft Excel or Google Sheets includes the following functions:
Pipedrive Activity
Returns a list of activity from Pipedrive
Syntax
=FLEX("YOUR_TEAM_NAME/pipedrive-activity", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/pipedrive-activity", "")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id of activity |
user_id |
integer | The id of the user the activity is assigned to |
created_by_user_id |
integer | The id of the user that created the activity |
org_id |
integer | The id of the organization associated with the activity |
org_name |
string | The name of the organization associated with the activity |
person_id |
integer | The id of the contact person associated with the activity |
person_name |
string | The name of the contact person associated with the activity |
lead_id |
integer | The id of the lead associated with the activity |
lead_title |
string | The title of the lead associated with the activity |
deal_id |
integer | The id of the deal associated with the activity |
deal_title |
string | The title of the deal associated with the activity |
subject |
string | The subject of the activity |
type |
string | The type of activity |
done |
boolean | Whether or not the activity is done |
marked_as_done_time |
string | Marked as done time |
due_date |
string | The date the activity is due |
due_time |
string | The time the activity is due |
duration |
string | The duration of the activity |
add_time |
string | The time the activity was added |
update_time |
string | The time of the last update |
last_notification_time |
string | The time of the last notification |
busy_flag |
string | A flag indicating the busy status |
public_description |
string | A public description of the activity |
note |
string | A note for the activity |
location_subpremise |
string | The apartment or suite number of the location address |
location_street_number |
string | The street number of the location address |
location_route |
string | The street name of the location address |
location_sublocality |
string | The district or sublocality of the location address |
location_locality |
string | The city, town, village, or locality of the location address |
location_admin_area_level_1 |
string | The state or county of the location address |
location_admin_area_level_2 |
string | The region of the location address |
location_country |
string | The country of the location address |
location_postal_code |
string | The postal code of the location address |
location_formatted_address |
string | The combined location address |
conference_meeting_client |
string | The conference meeting client |
conference_meeting_url |
string | The conference meeting link |
Pipedrive Deals
Returns a list of deals from Pipedrive
Syntax
=FLEX("YOUR_TEAM_NAME/pipedrive-deals", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/pipedrive-deals", "") =FLEX("YOUR_TEAM_NAME/pipedrive-deals", "title, value, status, add_time")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id of the deal |
title |
string | The title of the deal |
label |
string | The label of the deal |
value |
number | The value of the deal |
currency |
string | The currency type of the value of the deal |
add_time |
string | The date the deal was added |
update_time |
string | The date the deal was last updated |
active |
boolean | Whether or not the deal is active |
deleted |
boolean | Whether or not the deal is deleted |
status |
string | The status of the deal |
probability |
string | The probability associated with the deal |
creator_user_id |
integer | The id of the creator of the deal |
creator_user_name |
string | The name of the creator of the deal |
creator_user_email |
string | The email of the creator of the deal |
user_id |
integer | The id of the user associated with the deal |
user_name |
string | The name of the user associated with the deal |
user_email |
string | The email of the user associated with the deal |
person_name |
string | The name of the person in the organization associated with the deal |
org_name |
string | The name of the organization associated with the deal |
org_address |
string | The address of the organization associated with the deal |
pipeline_id |
integer | The pipeline id currently associated with the deal |
stage_id |
integer | The stage id of the deal |
stage_change_time |
string | The date the deal stage was last changed |
last_activity_id |
integer | The id of the last activity event associated with the deal |
last_activity_date |
string | The date of the last activity event associated with the deal |
next_activity_id |
integer | The id of the next activity event scheduled for the deal |
next_activity_date |
string | The date of the next activity event scheduled for the deal |
next_activity_subject |
string | The subject of the next activity |
next_activity_type |
string | The type of the next activity |
next_activity_duration |
integer | The duration of the next activity |
next_activity_note |
string | Notes associated with the next activity |
expected_close_date |
string | The expected date the deal will close |
close_time |
string | The date the deal was closed |
won_time |
string | The date the deal was won |
lost_time |
string | The date the deal was lost |
lost_reason |
string | The reason the deal was lost |
products_count |
integer | The number of products associated with the deal |
files_count |
integer | The number of files associated with the deal |
notes_count |
integer | The number of notes associated with the deal |
email_messages_count |
integer | The number of emails associated with the deal |
activities_count |
integer | The number of activities associated with the deal |
done_activities_count |
integer | The number of done activities associated with the deal |
undone_activities_count |
integer | The number of undone activities associated with the deal |
reference_activities_count |
integer | The number of reference activities associated with the deal |
participants_count |
integer | The number of participants associated with the deal |
followers_count |
integer | The number of followers associated with the deal |
Pipedrive Organizations
Returns a list of organizations from Pipedrive
Syntax
=FLEX("YOUR_TEAM_NAME/pipedrive-organizations", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/pipedrive-organizations", "") =FLEX("YOUR_TEAM_NAME/pipedrive-organizations", "name, address")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id associated with the organization |
name |
string | The name of the organization |
label |
string | The label for the organization |
active_flag |
boolean | Whether or not the organization is active |
add_time |
string | The date the information for the organization was first added |
update_time |
string | The last date the information for the organization was updated |
address |
string | The address for the organization |
address_subpremise |
string | The address subpremise for the organization |
address_street_number |
string | The address street number for the organization |
address_route |
string | The address route for the organization |
address_sublocality |
string | The address sublocality for the organization |
address_locality |
string | The address locality for the organization |
address_admin_area_level_1 |
string | The address admin area level 1 for the organization |
address_admin_area_level_2 |
string | The address admin area level 2 for the organization |
address_country |
string | The address country for the organization |
address_postal_code |
string | The address postal code for the organization |
last_activity_id |
integer | The last activity id associated with the organization |
last_activity_date |
string | The last activity date associated with the organization |
next_activity_id |
integer | The next activity id associated with the organization |
next_activity_date |
string | The next activity date associated with the organization |
activities_count |
integer | A count of the activity for the organization |
done_activities_count |
integer | A count of the activity done for the organization |
undone_activities_count |
integer | A count of the activity not done for the organization |
reference_activities_count |
integer | A count of the reference activities for the organization |
open_deals_count |
integer | A count of the open deals associated with the organization |
closed_deals_count |
integer | A count of the closed deals associated with the organization |
won_deals_count |
integer | A count of the won deals associated with the organization |
lost_deals_count |
integer | A count of the lost deals associated with the organization |
related_won_deals_count |
integer | A count of the related won deals associated with the organization |
related_lost_deals_count |
integer | A count of the related lost deals associated with the organization |
related_open_deals_count |
integer | A count of the related open deals associated with the organization |
related_closed_deals_count |
integer | A count of the related closed deals associated with the organization |
files_count |
integer | A count of the files associated with the organization |
notes_count |
integer | A count of the notes associated with the organization |
followers_count |
integer | A count of the followers associated with the organization |
email_messages_count |
integer | A count of the email messages associated with the organization |
people_count |
integer | A count of the people associated with the organization |
Pipedrive People
Returns a list of people from Pipedrive
Syntax
=FLEX("YOUR_TEAM_NAME/pipedrive-people", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/pipedrive-people", "") =FLEX("YOUR_TEAM_NAME/pipedrive-people", "name, phone, email")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id for the person |
label |
string | The label for the person |
name |
string | The name of the person |
first_name |
string | The first name of the person |
last_name |
string | The last name of the person |
phone |
string | The primary phone number for the person |
phone_label |
string | The type of the primary phone number for the person |
email |
string | The primary email for the person |
email_label |
string | The type of the primary email for the person |
org_name |
string | The name of the organization the person is associated with |
org_address |
string | The address of the organization the person is associated with |
active_flag |
boolean | Whether or not the person is active |
add_time |
string | The date the information for the person was first added |
update_time |
string | The last date the information for the person was updated |
last_activity_id |
integer | The last activity id associated with the person |
last_activity_date |
string | The last activity date associated with the person |
next_activity_id |
integer | The next activity id associated with the person |
next_activity_date |
string | The next activity date associated with the person |
activities_count |
integer | A count of the activity by the person |
done_activities_count |
integer | A count of the activity done by the person |
undone_activities_count |
integer | A count of the activity not done by the person |
reference_activities_count |
integer | A count of the reference activities by the person |
open_deals_count |
integer | A count of the open deals associated with the person |
closed_deals_count |
integer | A count of the closed deals associated with the person |
won_deals_count |
integer | A count of the won deals associated with the person |
lost_deals_count |
integer | A count of the lost deals associated with the person |
related_won_deals_count |
integer | A count of the related won deals associated with the person |
related_lost_deals_count |
integer | A count of the related lost deals associated with the person |
related_open_deals_count |
integer | A count of the related open deals associated with the person |
related_closed_deals_count |
integer | A count of the related closed deals associated with the person |
participant_open_deals_count |
integer | A count of participant open deals associated with the person |
participant_closed_deals_count |
integer | A count of the participant closed deals associated with the person |
files_count |
integer | A count of the files associated with the person |
notes_count |
integer | A count of the notes associated with the person |
followers_count |
integer | A count of the followers associated with the person |
email_messages_count |
integer | A count of the email messages associated with the person |
Pipedrive Products
Returns a list of products from Pipedrive
Syntax
=FLEX("YOUR_TEAM_NAME/pipedrive-products", [properties], [filter])
Sample Usage
=FLEX("YOUR_TEAM_NAME/pipedrive-products", "")
Parameters
| Property | Type | Description | Required |
|---|---|---|---|
properties |
array | The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. | false |
filter |
string | Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. | false |
Returns
| Property | Type | Description |
|---|---|---|
id |
integer | The id of the product |
name |
string | The name of the product |
code |
string | The code of the product |
description |
string | A description of the product |
unit |
string | The unit in which the product is sold |
category |
string | The category of the product |
tax |
number | The tax percentage of the product |
price_id |
integer | The id of the price associated with the product |
price |
number | The price of the product in a particular currency |
cost |
number | The cost of the product in a particular currency |
overhead_cost |
number | The overhead cost of the product in a particular currency |
currency |
string | The currency unit for the price and cost of the product |
active_flag |
string | Whether or not the product is active |
owner_id |
integer | The id of the owner associated with the deal |
owner_name |
string | The name of the owner associated with the deal |
owner_email |
string | The email of the owner associated with the deal |
followers_count |
integer | The number of followers associated with the product |
add_time |
string | The date the product was added |
update_time |
string | The date the product was last updated |
Need help?
Have questions? Need help getting started? Need other Pipedrive templates or functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!