> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superjoin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your Pipedrive to Spreadsheets

> Effortlessly connect your Pipedrive CRM data to Google Sheets or Microsoft Excel for unified sales pipeline management and reporting.

<Tabs>
  <Tab id="gsheets" title="Google Sheets">
    ### Why use Superjoin's Google Sheets-Pipedrive Integration?

    <CardGroup cols={2}>
      <Card title="Quick and Easy Integration" icon="plug" iconType="duotone">
        We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar with.
      </Card>

      <Card title="Preview your imports visually" icon="magnifying-glass" iconType="duotone">
        Get a sneak peek of your data. Select columns, apply filters & limits as per your need before importing.
      </Card>

      <Card title="Automatic Refreshes" icon="rotate" iconType="duotone">
        Enjoy one-click refreshes or schedule regular updates to ensure your sheets are always up to date.
      </Card>

      <Card title="Power of Google Sheets" icon="table-cells" iconType="duotone">
        Benefit from Google Sheets' collaborative data analysis & other powerful capabilities.
      </Card>
    </CardGroup>

    ## Step-by-step walkthrough: How to connect Pipedrive to Google Sheets.

    <Steps titleSize="h3">
      <Step title="Get Add-ons">
        Select `Add-ons` and choose `Get Add-ons`. This action will redirect you to the Google Workspace Marketplace.

        <Frame>
          <img src="https://mintcdn.com/superjoin/YLExbgl86h2tZ50q/images/getaddons.png?fit=max&auto=format&n=YLExbgl86h2tZ50q&q=85&s=ba23d07d1410cd3afb25454c5581cc85" width="1361" height="648" data-path="images/getaddons.png" />
        </Frame>
      </Step>

      <Step title="Search Superjoin">In the Google Workspace Marketplace pop-up window, search for "Superjoin".</Step>

      <Step title="Click on Install">
        Click on `Extensions` from the Google Sheets menu.
        <Note>**Note:** For the best experience, install Superjoin where there's only a single account is logged in the Chrome profile.</Note>

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/marketplace.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=8b32a5ed819c10448985a7e3df6f7731" width="966" height="884" data-path="images/marketplace.png" />
        </Frame>
      </Step>

      <Step title="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.

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/launchstackit.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=14e2ecb541402cb914b79951a8faff16" width="1347" height="543" data-path="images/launchstackit.png" />
        </Frame>
      </Step>

      <Step title="Pick Pipedrive">
        Select Pipedrive from the list of available data sources.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/connection-listing.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=eb83df535d956c52adfccb27732bff0e" width="2560" height="1329" data-path="images/connection-listing.png" />
        </Frame>
      </Step>

      <Step title="Connect your account">
        Connect your Pipedrive account. Go through all the directions and prompts to connect your Pipedrive account to Google Sheets.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-auth.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=4611a68223119e1918f3abaf9d214183" width="2452" height="1205" data-path="images/Pipedrive/pipedrive-auth.png" />
        </Frame>
      </Step>

      <Step title="Select your Object">
        Now select the objects from the list you want to import from.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-datapreview.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=aa6cf39108f45b43eb8a1b4d3beaa55c" width="1771" height="936" data-path="images/Pipedrive/pipedrive-datapreview.png" />
        </Frame>
      </Step>

      <Step title="Select filters">
        Select the filters that you want to apply in order to filter down the data that you want to work on.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-filter.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=a39de8b6be4e8beb569b156add90ea62" width="1771" height="936" data-path="images/Pipedrive/pipedrive-filter.png" />
        </Frame>
      </Step>

      <Step title="Select Sort">
        Select the items that you want to sort.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-sort.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=7cfd757203f539f2728e2212f12d13f2" width="1771" height="936" data-path="images/Pipedrive/pipedrive-sort.png" />
        </Frame>
      </Step>

      <Step title="Enter Limit">
        Now simply Enter the Limit of rows you want to write on Google Sheet.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-limit.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=0aea0f7d0808fdb08630df3c20978fe2" width="1771" height="936" data-path="images/Pipedrive/pipedrive-limit.png" />
        </Frame>
      </Step>

      <Step title="Click Import">
        Now simply click on the "import" button to bring this selected data into your Google Sheets.
      </Step>

      <Step title="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.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-importcentral.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=480517512a8ea553697fd9e25980e8d0" width="2461" height="1192" data-path="images/Pipedrive/pipedrive-importcentral.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>

  <Tab id="excel" title="Microsoft Excel">
    ### Why use Superjoin's Excel-Pipedrive Integration?

    <CardGroup cols={2}>
      <Card title="Quick and Easy Integration" icon="plug" iconType="duotone">
        We've meticulously organized the data points to ensure easy accessibility in a format you're already familiar
        with.
      </Card>

      <Card title="Preview your imports visually" icon="magnifying-glass" iconType="duotone">
        Get a sneak peek of your data. Select columns, apply filters & limits as per
        your need before importing.
      </Card>

      <Card title="One-Click Refreshes" icon="rotate" iconType="duotone">
        Enjoy one-click refreshes to ensure your sheets are always up to date.
      </Card>

      <Card title="Power of Microsoft Excel" icon="table-cells" iconType="duotone">
        Benefit from Microsoft Excel's powerful data analysis & visualization capabilities.
      </Card>
    </CardGroup>

    ## Step-by-step walkthrough: How to connect Pipedrive to Microsoft Excel

    <Steps titleSize="h3">
      <Step title="Launch Add-ins">
        Click on `Add-ins` on the right side of the Excel toolbar.

        <Frame>
          <img src="https://mintcdn.com/superjoin/YLExbgl86h2tZ50q/images/get-addins.png?fit=max&auto=format&n=YLExbgl86h2tZ50q&q=85&s=9a602917c1d56ab7f30977dc0f467293" width="2880" height="1800" data-path="images/get-addins.png" />
        </Frame>
      </Step>

      <Step title="Get Add-in">
        Click on the searchbar and type "Superjoin". The results would show our add-in under the `More search results` section.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-addin.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=2eaebe9dbede327814e129893f551325" width="491" height="665" data-path="images/excel-addin.png" />
        </Frame>
      </Step>

      <Step title="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.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-auth.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=052b68df7e66f275c750ff01d446ac50" width="2560" height="1440" data-path="images/excel-auth.png" />
        </Frame>
      </Step>

      <Step title="Launch Superjoin">
        You should now see Superjoin running as a side panel on the right side of your screen.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/excel-superjoin.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=ec2d8be38abd9d4fa3fcb9b4fca35788" width="2560" height="1440" data-path="images/excel-superjoin.png" />
        </Frame>
      </Step>

      <Step title="Navigate to Queries">
        To begin, you can navigate to `Queries`, choose to `Create new query`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/gjRFjFkthepgDSdX/images/microsftsql/homepage.png?fit=max&auto=format&n=gjRFjFkthepgDSdX&q=85&s=28cfe023be3a0bb69e89809de5727929" alt="Navigate to Queries" width="1314" height="1426" data-path="images/microsftsql/homepage.png" />
        </Frame>
      </Step>

      <Step title="Connect a New Source">
        Navigate to `Sources`, select `Connect to a new source` and search for `Pipedrive`.

        <Frame>
          <img src="https://mintcdn.com/superjoin/Fj1m3rGY5-lshl-N/images/connection-listing.png?fit=max&auto=format&n=Fj1m3rGY5-lshl-N&q=85&s=eb83df535d956c52adfccb27732bff0e" alt="Connect a New Source" width="2560" height="1329" data-path="images/connection-listing.png" />
        </Frame>
      </Step>

      <Step title="Link Account">
        Click on the `Connect` button and follow the on-screen instructions to link your Pipedrive account.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-auth.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=4611a68223119e1918f3abaf9d214183" alt="Link Account" width="2452" height="1205" data-path="images/Pipedrive/pipedrive-auth.png" />
        </Frame>
      </Step>

      <Step title="Select your Object">
        After connecting your account, you'll be prompted to select the objects from the list you want to import data from.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-datapreview.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=aa6cf39108f45b43eb8a1b4d3beaa55c" alt="Select Object" width="1771" height="936" data-path="images/Pipedrive/pipedrive-datapreview.png" />
        </Frame>
      </Step>

      <Step title="Apply Filters">
        Select the filters that you want to apply to narrow down the data you want to work with.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-filter.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=a39de8b6be4e8beb569b156add90ea62" alt="Apply Filters" width="1771" height="936" data-path="images/Pipedrive/pipedrive-filter.png" />
        </Frame>
      </Step>

      <Step title="Sort Your Data">
        Select the items that you want to sort your data by.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-sort.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=7cfd757203f539f2728e2212f12d13f2" alt="Sort Data" width="1771" height="936" data-path="images/Pipedrive/pipedrive-sort.png" />
        </Frame>
      </Step>

      <Step title="Set Row Limit">
        Enter the limit of rows you want to import into your Excel worksheet.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-limit.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=0aea0f7d0808fdb08630df3c20978fe2" alt="Set Limit" width="1771" height="936" data-path="images/Pipedrive/pipedrive-limit.png" />
        </Frame>
      </Step>

      <Step title="Import Data">
        Click on the "Import" button to bring your selected Pipedrive data into Microsoft Excel.
      </Step>

      <Step title="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.

        <Frame>
          <img src="https://mintcdn.com/superjoin/tR1QsuikxI8kxuAE/images/Pipedrive/pipedrive-importcentral.png?fit=max&auto=format&n=tR1QsuikxI8kxuAE&q=85&s=480517512a8ea553697fd9e25980e8d0" alt="Refresh Data" width="2461" height="1192" data-path="images/Pipedrive/pipedrive-importcentral.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>
</Tabs>

##### 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](mailto:support@superjoin.ai). Thank you!
