💡 Google Sheets sync is still in beta. Currently, only contacts are synced with contact/organization fields but we're planning to extend this to more objects. If you have any feature requests or find any issues with the sync please reach out to our support team.
Our simple 10-minute no-code setup Pipedrive-Google Sheets sync is designed for B2B companies that want to keep their CRM data in sync with Google Sheets. With data in Google Sheets teams can deploy BI & analytics tools, create workflows with Zapier/Make and more.
How it works
Contact sync. Sync all contacts or a subset(s) of contacts from Pipedrive to Google Sheets and keep them in sync going forward.
Comprehensive field Mapping. Sync any default or custom fields.
Near instant data sync. Outfunnel syncs most data instantly and some within 2 hours.
Monitor sync status. Clear overview of the sync health which includes actionable error messages so you can fix them as they happen.
Historical sync. Sync all of your customer data, no matter when it was created. Outfunnel syncs not only new contacts but also existing ones.
Transparent pricing. Each contact that's part of the sync only counts once, regardless of how many updates get synced or to how many apps.
Reliable and secure data. Outfunnel uses advanced authentication methods, such as OAuth, and deploys encryption measures to make sure the data is secure in transit.
Connect Pipedrive and Google Sheets today
Get started in 10 minutes. 14-day free trial. No credit card required.
Set up contact sync
1. Choose your apps
To get started head to Outfunnel > App connector and select your apps.
2. Select the connection type
Click on Connect and choose Contact sync as the connection type
3. Authenticate your apps
Most apps can be authenticated with a secure, one-click, no-code OAuth authentication.
4. Set the sync direction and database
Choose the Google Sheets file and sheet you'd like to sync data to.
💡 Outfunnel overwrites all data in Google Sheets so we recommend creating a completely new sheet.
5. Define contact sync rules
Define the contacts that sync:
Pipedrive contacts: As you are syncing contacts, not Deals, then only Pipedrive People filters are visible for syncing. Learn how to set up Pipedrive People filters.
If this is your first sync we recommend syncing a limited number of (test) contacts to get a feel for the sync.
🏁 Initial sync
Initial sync actions in Google sheets.
Column headers and contacts are synced
🔄 Continuous sync
Contact changes. As long as the contact matches the rule any changes to its profile in the source app will be synced to the destination app.
When contact stops matching rules. When a contact stops matching the rules all updates will stop but they and they will be deleted from Google Sheets.
💡 Other things to keep in mind
Multiple email addresses on a contact. Outfunnel creates a link with the first email address on a contact profile. Other addresses on the profile will be ignored.
Duplicate contacts. Duplicate contacts get synced to Google Sheets
6. Set up field mapping
First, choose the default fields and/or custom fields you’d like to sync.
7. Activate the connection
🏁 Initial sync
After activating the connection Outfunnel will run an initial sync and you should see contacts appearing in the sync status page. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of contacts to sync.
The status page also shows errored contacts and provides actionable feedback on how to fix this.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that checks for updates every 2 hours. You can trigger an instant sync anytime by clicking on Sync now.
