Access Pipedrive in Excel

Data results output in Excel

Working with Filters

The data can get messy to analyze when it gets too large and we've added support for the Pipedrive filter system. Define your filters in the portal, then select appropriate filter to narrow your results. The available filters are automatically adjusted depending on the data you want and custom filters are also included.

Filter menu window

Contacts Features

  • Contacts List - Returns all contacts. Sort results by:
    • First Name & Last Name
    • Open Deals & Closed Deals
    • Emails Sent
    • Activities & Completed Activities
    • Won Deals & Lost Deals
    • Followers
    • Next Activity Day
    • Created & Updated
    • Contact Id
  • Contact Lookup - Returns details of a specific contact.
  • Contacts Search - Searches all Contacts. Search by:
    • Name
    • Email

Activities Features

  • Activities List - Returns all activities assigned to a particular user. Available filters:
    • Select a particular user from a list.
    • Filter by Meeting Type (Call/Meeting/Task/Deadline/Email/Lunch)
    • Select a Date interval
    • Filter by Activity Status (All/Done/Not Done)
  • Activity Lookup - Returns details of a specific activity.

Deals Features

  • Deals List - Returns all Deals. Sort results by:
    • Title & Id
    • Status
    • Deal Value
    • Organization Name & Contact Name
    • Added & Updated
    • Owner Name
    • Followers & Participants
    • Activities
    • Email
    • Expected Close Date
  • Deals Search - Searches all Deals. Filter by:
    • Organization
    • Contact

Organization Features

  • Organization List - Returns all organizations. Sort results by:
    • Name
    • Contacts Count
    • Open Deals & Closed Deals
    • Emails Sent
    • Activities & Completed Activities
    • Won Deals & Lost Deals
    • Followers
    • Next Activity Day
    • Created & Updated
    • Organization Id
  • Organization Lookup - Returns details of a specific organization.
  • Organizations Search - Searches all Organizations.

Notes Features

  • Notes List - Returns all Notes. Sort & Filter results by:
    • Note Id/Owner Id/Contact Id
    • Added & Updated
    • Content
    • Deal Pin Status (Pinned/Not Pinned)
    • Organization Pin Status (Pinned/Not Pinned)
    • Contact Pin Status (Pinned/Not Pinned)

Users Features

  • Users List - Returns all Users and their contact information & settings.

Access

Add from Manager

The Pipedrive Connector is available in the Connectors Manager in the top ribbon:
Manager position in main ribbon

Head over to the CRM Category and install Pipedrive :
Connector category in Manager window

Get API keys

To use the Pipedrive Connector you need an API token.

  1. Go to the Settings Page and click on API.

  2. Copy the generated API Token and use it with SeoTools for Excel.

Contribute

This connector suite is open-sourced on GitHub.

See

Official Documentation

Related Functions

Resources

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