Workflow overview
Why this workflow matters
Helpful for business development and pipeline building.
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 In Pipedrive → Personal preferences → API → copy your API token URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api In AlekSystem → Credentials → New → Pipedrive API Company domain: {your-company} (the subdomain in your Pipedrive URL) API Token: paste the token from step 1 → Save 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 AlekSystem, 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
Best fit
Categories
Services
Use cases
Need another direction?