Step-by-step walkthrough: How to connect Pipedrive to Google Sheets.
1
Get Add-ons
Select Add-ons and choose Get Add-ons. This action will redirect you to the Google Workspace Marketplace.
2
Search Superjoin
In the Google Workspace Marketplace pop-up window, search for “Superjoin”.
3
Click on Install
Click on Extensions from the Google Sheets menu.
Note: For the best experience, install Superjoin where there’s only a single account is logged in the Chrome profile.
4
Launch Superjoin
Once installed, navigate back to the Extensions menu tab in Google Sheets. Launch Superjoin from here. You should now see Superjoin running as a side panel on the right side of your screen.
5
Pick Pipedrive
Select Pipedrive from the list of available data sources.
6
Connect your account
Connect your Pipedrive account. Go through all the directions and prompts to connect your Pipedrive account to Google Sheets.
7
Select your Object
Now select the objects from the list you want to import from.
8
Select filters
Select the filters that you want to apply in order to filter down the data that you want to work on.
9
Select Sort
Select the items that you want to sort.
10
Enter Limit
Now simply Enter the Limit of rows you want to write on Google Sheet.
11
Click Import
Now simply click on the “import” button to bring this selected data into your Google Sheets.
12
Data pulled! Setup a auto-refresh schedule.
Superjoin lets you refresh your imported data instantly with one click or set it to auto-refresh on a pre-set schedule. This way, you won’t need to manually update your Pipedrive data in Google Sheets to reflect changes from the source.
Step-by-step walkthrough: How to connect Pipedrive to Microsoft Excel
1
Launch Add-ins
Click on Add-ins on the right side of the Excel toolbar.
2
Get Add-in
Click on the searchbar and type “Superjoin”. The results would show our add-in under the More search results section.
3
Authenticate with your Microsoft Account
Once Superjoin launches as a side panel, just click on Sign in with Microsoft and follow the steps to authenticate your Microsoft Office account with Superjoin.
4
Launch Superjoin
You should now see Superjoin running as a side panel on the right side of your screen.
5
Navigate to Queries
To begin, you can navigate to Queries, choose to Create new query.
6
Connect a New Source
Navigate to Sources, select Connect to a new source and search for Pipedrive.
7
Link Account
Click on the Connect button and follow the on-screen instructions to link your Pipedrive account.
8
Select your Object
After connecting your account, you’ll be prompted to select the objects from the list you want to import data from.
9
Apply Filters
Select the filters that you want to apply to narrow down the data you want to work with.
10
Sort Your Data
Select the items that you want to sort your data by.
11
Set Row Limit
Enter the limit of rows you want to import into your Excel worksheet.
12
Import Data
Click on the “Import” button to bring your selected Pipedrive data into Microsoft Excel.
13
Refresh Your Data
Your data has been imported successfully! You can refresh your data at any time by clicking the refresh button in the Superjoin panel.
Hope this guide helped you connect Pipedrive to your spreadsheet using Superjoin.
If you have any questions or need further assistance, please don’t hesitate to reach out to our support team at support@superjoin.ai. Thank you!
