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Sync Pipedrive data to Sourcetable

Pipedrive

Pipedrive is an online Sales CRM and pipeline management platform that lets businesses assess sales activities and monitor deals with potential customers. The platform can be used to monitor the engagement and success of lead generation campaigns across all stages of the sales pipeline, as well as important KPIs like Average Deal Value and Average Time to Close.

Sync Pipedrive data to Sourcetable


Pipedrive logo
Sourcetable logo

Find out how to make the most of your Pipedrive data with Sourcetable

Sourcetable Benefits

Query sales pipeline data quickly & easily

Pipedrive lets sales teams plan and manage all aspects of the sales pipeline, streamlining all related tasks, deals, and activities. Syncing data from Pipedrive to Sourcetable, and combining it with inputs from other apps and databases, lets users keep track of their business and sales campaigns against a backdrop of other key metrics.

Accessibility

Automation

Sourcetable brings together relevant data from Pipedrive and other platforms quickly and intuitively, allowing sales teams to automate processes and free up time to focus on other important business elements.

An example interface to create an automation when sales surpass certain number

Visualizations

Sourcetable’s full suite of visualization tools meets all your reporting needs. Create visually striking charts, graphs, conditional formatting, pivot tables and more, to share with your team and highlight the metrics that matter.

A simple flow showing how a table converts to a chart easily

Find out how to get the most from Pipedrive with Sourcetable

A Magic Wand

Smart Templates

Use out of the box tried and tested templates to merge and automate Pipedrive lists, and enable data collaboration across your entire company

A Magic Wand

Quick Analysis

Analyse and cross-reference your Pipedrive sales data instantly in cross-channel reports

A Magic Wand

Ease Of use

Compile all relevant Pipedrive data into a single spreadsheet, to find the key business insights behind the numbers and improve your sales campaigns.

Who uses Pipedrive data in Sourcetable

👷🏿 Sales and Sales Ops folk

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Pipedrive with Sourcetable have access to all relevant data.

  • Retail online stores

    (eCommerce)
  • Software as a Service

    (SaaS) companies
  • B2B Platforms

  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand

Interconnectivity

Connect, sync and query data from Pipedrive alongside findings from 30+ other sources, to inform decisions and improve your sales performance

A Magic Wand

Automation

Automate Pipedrive data, pipelines and processes, so you can devote more time to developing other parts of your business

A Magic Wand

Collaboration

Create striking workflow templates based on key data from Pipedrive and other platforms, and share with your team members, no knowledge of SQL required

Frequently Asked Questions

How do I sync Pipedrive data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Pipedrive data.
How easy is it to visualize my Pipedrive data using Sourcetable?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Pipedrive - and other CRM platforms such as Salesforce and Paradot - at a glance without code.
Which sales CRM platform works best with Sourcetable – Pipedrive or Salesforce?
Sourcetable enables users to combine data from both platforms, enabling businesses to better understand the relationships among available data, and gain new insights for making better decisions and identifying new opportunities.




Connect your Pipedrive Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.