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Track Pipedrive deals in Google Sheets for sales pipeline reporting

Robert BreenRobert Breen
440 views
2/3/2026
Customer ManagementBillingSubscriptionHTTP RequestAPI
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This workflow pulls deals from Pipedrive, categorizes them by stage, and logs them into a Google Sheet for reporting and tracking.

⚙️ Setup Instructions

1️⃣ Connect Pipedrive

  1. In Pipedrive → Personal preferences → API → copy your API token
    • URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
  2. In n8n → Credentials → New → Pipedrive API
    • Company domain: {your-company} (the subdomain in your Pipedrive URL)
    • API Token: paste the token from step 1 → Save
  3. In the Pipedrive Tool node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).

2️⃣ Prepare Your Google Sheet

Connect your Data in Google Sheets

  • Use this format: Sample Sheet
  • Row 1 = column names
  • In n8n, create credentials: Google Sheets (OAuth2)
  • Log in with your Google account and select your Spreadsheet + Worksheet

🧠 How it works

  • Get many deals (Pipedrive): Fetches all deals with stage IDs.
  • Categorize Stages: Maps stage IDs → friendly stage names (Prospecting, Qualified, Proposal, Negotiation, Closed Won).
  • Today's Date: Adds a date stamp to each run.
  • Set Fields: Combines stage, deal name, and date into clean columns.
  • Google Sheets (Append): Writes all rows to your reporting sheet.

📬 Contact

Need help customizing this (e.g., pulling only active deals, calculating win-rates, or sending dashboards)?

📧 robert@ynteractive.com
🔗 Robert Breen
🌐 ynteractive.com

Track Pipedrive Deals in Google Sheets for Sales Pipeline Reporting

This n8n workflow simplifies sales pipeline reporting by automatically extracting deal information from Pipedrive and logging it into a Google Sheet. It's designed to give sales teams and management a clear, centralized view of their deal progress.

What it does

  1. Manual Trigger: The workflow is initiated manually, allowing you to run it on demand for reporting purposes.
  2. Retrieve Pipedrive Deals: It connects to your Pipedrive account to fetch relevant deal data.
  3. Process Deal Data: The retrieved deal data is processed and transformed.
  4. Prepare Data for Google Sheets: A "Set" node (named "Edit Fields") and a "Code" node are used to format the Pipedrive deal information into a structure suitable for insertion into Google Sheets. This likely involves selecting specific fields, renaming them, or performing simple data manipulations.
  5. Merge Data: A "Merge" node is included, though without specific connections, its exact function in this standalone JSON is unclear. In a complete workflow, it would typically combine data from multiple branches or enrich existing data.
  6. Append to Google Sheets: The processed deal data is then appended as new rows to a specified Google Sheet, providing a historical record of your sales pipeline.

Prerequisites/Requirements

  • n8n Instance: A running n8n instance.
  • Pipedrive Account: Access to a Pipedrive account with deals to track.
  • Google Account: A Google account with access to Google Sheets.
  • Pipedrive Credentials: Pipedrive API key or OAuth credentials configured in n8n.
  • Google Sheets Credentials: Google OAuth credentials configured in n8n with access to create/edit spreadsheets.

Setup/Usage

  1. Import the Workflow: Import the provided JSON into your n8n instance.
  2. Configure Credentials:
    • Set up your Pipedrive credentials in n8n.
    • Set up your Google Sheets credentials in n8n.
  3. Configure Nodes:
    • Pipedrive Node: Configure the Pipedrive node to specify which deals or filters you want to apply when fetching data.
    • Google Sheets Node:
      • Specify the Spreadsheet ID of your target Google Sheet.
      • Specify the Sheet Name where the data should be appended.
      • Ensure the column headers in your Google Sheet match the output fields from the "Edit Fields (Set)" and "Code" nodes.
    • Edit Fields (Set) Node: Review and adjust the fields being set or renamed to match your desired Google Sheet columns.
    • Code Node: If custom logic is present, review and adjust it as needed.
  4. Execute the Workflow: Click "Execute Workflow" on the "Manual Trigger" node to run the workflow and populate your Google Sheet with Pipedrive deal data.

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