How to Export Pipedrive Deals and automate the process

Managing your sales pipeline effectively is key to your business success, and Pipedrive is an excellent tool for this. But sometimes, you need to export your deals to other tools for detailed analysis, reporting, or sharing with your team.

Don't worry, it's easier than it sounds! In this guide, we will walk through the process of exporting deals from Pipedrive, which will allow you to export deals with one click of a button. We'll cover setting up automated, scheduled Pipedrive Deals export to Google Sheets, Microsoft Excel and other destinations.

Different Ways to Export Deals from Pipedrive

When it comes to exporting deals from Pipedrive, you have two main options to choose from:

1. Native Pipedrive export with limited filtering, and limited destination options.
2. Third-party app like apimoon with various export options, advanced filtering, column selection and scheduling options.

If you want to learn how to export Deals natively with Pipedrive, you can read our article How to Export Pipedrive Data: A Step-by-Step Guide.

Export Deals with apimoon

To fully customize your deal exports, you need to use apimoon. Apimoon is a platform that connects Pipedrive with 3rd party applications, such as Google Sheets and Microsoft Excel. Its main purpose is making exports easier - it only takes one click of a button to export your data - and automatic, with thorough scheduling options. Not only that, apimoon also provides deeper customizations of your exports, including more complex filtering and structuring options.

How to Export Deals to Microsoft Excel or Google Sheets?

Firstly, you need an apimoon account, which should be connected to your Pipedrive account and either your Microsoft or your Google account. If your account is not yet connected to these services, then don’t worry, you will be prompted to connect once it is required.

The process of creating a Pipedrive Deals export is as follows:

1. Create a New Export from your apimoon dashboard

2. Select Pipedrive as your Source System

3. Choose Deals as your Object and specify Filters

4. Edit Mapping: Click on edit to access an exhaustive selection of fields.

5. Select and Reorder Fields: Choose which fields to include in the export and reorder them by dragging the column titles

6. Select your Target location, such as Google Sheets, and name your Spreadsheet, Sheet and choose whether you want to append your data or rewrite them each time.

7. Run or Schedule Export: Either run the export manually using the "Run" button or set up an automatic export schedule

With these 7 steps, you are all set up and your export is ready to go! If you want to export your Deals, all you have to do is click the “Run” button or let apimoon export the Deals automatically.

Benefits of exporting Pipedrive Deals with apimoon

Here are a couple benefits you get when using apimoon:

Highly Customized Export Options

With over 100 distinct columns available for deals export, you can download all the data you need. Additionally, you have the option to rearrange the columns to your preference, so you don’t have to adjustment it later!

Automated Exports Based on Your Custom Rules

Set your own rules for automated exports to fit your specific needs. Schedule data exports to run automatically, ensuring you always have the latest information without any manual intervention.

Data structure remains the same

Ensure your data is always organized consistently with a one-time setup. Arrange the columns exactly how you need them, and your data exports will follow this structure every time, saving you the hassle of reordering.

Exporting appends to your previous data

The scheduled export option has the ability to append to your current data file. Your previously exported data will remain the same!

By leveraging apimoon, you can save time and reduce manual efforts in managing your sales data. Its advanced features and easy-to-use interface make it an indispensable tool for any business using Pipedrive.

Conclusion

Exporting your deals from Pipedrive doesn't have to be a daunting task. With the right tools, like apimoon, you can simplify the process and ensure your data is always up-to-date and organized. Whether you need a one-time export or an automated, scheduled solution, apimoon offers the flexibility and customization you need. Start using apimoon today and take control of your data exports with ease.