Pipedrive and Google Sheets integration

Whalesync syncs Pipedrive and Google Sheets both ways. Deals, people, and activities fill tabs you choose, one row per record, and an edit typed into a row updates Pipedrive.

Pipedrive
Google Sheets
Use cases

What you can do with Pipedrive and Google Sheets

Sales managers

Close out stale deals in one pass

Sync open deals into a tab with their expected close dates. In the monthly review, sort by date, and for each deal that has gone quiet, type lost into Status and a reason beside it. Pipedrive marks those deals lost, with the reason, after Whalesync's next read of the sheet, so reps start the month with a pipeline they believe.

Syncs Deals
Each row is a Pipedrive deal. Status takes open, won, or lost, and Lost reason fills the deal's own lost reason field.
Operations

Schedule installs from won deals

The install crew plans its weeks in a spreadsheet and has no Pipedrive seat. Filter the Deals mapping to won deals, and each deal lands in the crew's tab once it's won, with its value and the rep who sold it. The crew types an install date into the row, which fills a date field on the deal, so the rep can give the customer a date without asking.

Syncs DealsUsers
Each row is a won Pipedrive deal. The owner's name is looked up from the synced Users tab, and Install date is a custom date field on the deal.
Sales leadership

Forecast from weighted values by stage

Sync deals with their stage, value, and Pipedrive's weighted value, which Pipedrive works out from the value and the deal's win probability. A pivot table on another tab adds them up by stage and by month of expected close, and the board deck links to it. Weighted value is Pipedrive's to calculate, so it syncs into the sheet one way and nobody types over it.

Syncs DealsStages
Value and weighted value come from Pipedrive. Each stage name is looked up from the synced Stages tab, since a deal's stage is a link to it.
What syncs

Everything that syncs

Each card is something you can sync between Pipedrive and Google Sheets.

  • Pipedrive Persons Two-way
  • Pipedrive Organizations Two-way
  • Pipedrive Deals Two-way
  • Pipedrive Leads Two-way
  • Pipedrive Activities Two-way
  • Pipedrive Pipelines Two-way
  • Pipedrive Stages Two-way
  • Pipedrive Lead Labels Two-way
  • Pipedrive Users Into Google Sheets
  • Pipedrive Activity Types Into Google Sheets
  • Google Sheets All Tables Two-way
Step-by-step guide

How to sync Pipedrive and Google Sheets

Step 1: Start a new sync

Sign up for Whalesync, click New sync, and choose Pipedrive and Google Sheets as the two apps.

Step 2: Connect Pipedrive

Sign in with Pipedrive, or paste a personal API token, to authorize the Pipedrive connector. Whalesync offers Pipedrive's tables, such as Deals, Persons, and Stages, rather than asking for a workspace. Any custom field a column will fill, such as an install date on deals, has to exist in Pipedrive first, because Whalesync can't create Pipedrive fields.

Step 3: Connect Google Sheets

Sign in with a Google account that can edit the spreadsheet, paste its URL, and pick the tabs to sync with the Google Sheets connector. Row 1 of each tab is its header, with no merged cells. Whalesync reads a column's type from how its header cell is formatted, so format a date column as a date and a value column as a number, header included. Setup adds a Whalesync ID column at the left of each tab: leave it alone, and use Sort sheet, or a range that includes it, when you sort.

Step 4: Map tables and fields

Pair Pipedrive's Deals with a tab, and add Stages, Pipelines, and Users as tabs of their own if the sheet should show each deal's stage, pipeline, or owner, since those are links to the other tables. If a tab doesn't exist yet, Whalesync can create it with its columns, and a link column it creates comes with a "(lookup)" column that shows the linked row's name. Automap asks an AI model to pair columns with Pipedrive fields by their names and types, without reading any records; check its pairs and map the rest by hand. Fields Pipedrive calculates, such as weighted value, sync into the sheet one way.

Step 5: Match existing rows and turn the sync on

If the tab already holds deals, pick a field to match them on, such as the deal title, and choose which app wins where a matched pair disagrees. To keep only some deals in the tab, add a filter, such as status equal to won. Whalesync previews how many rows and records it will create on each side; then activate the sync.

Compare

3 ways to connect Pipedrive and Google Sheets

  • Google Sheets Sync by Outfunnel

    Best when you need Pipedrive contacts copied into a sheet, and deals can wait.

    • From Outfunnel, which is part of Pipedrive (Outfunnel)
    • Copies contacts, or a filtered set of them, from Pipedrive into a sheet
    • Deals, activities, and changes going back to Pipedrive are listed as coming soon
  • Make

    Best when a deal event should add or update a row as one step of a longer scenario.

    • Templates add a row for each new deal, or update rows as deals change
    • A scenario starts from one trigger, so changes made in each app need a scenario of their own
    • Billed in credits, one per action for most modules, with 1,000 a month on the free plan (Make)
  • Whalesync

    Best when people change deals in the sheet as well as in Pipedrive, and both have to agree.

    • Deals, people, organizations, activities, and leads, both ways
    • Stages, pipelines, and owners come through as linked tabs
    • Priced by records in sync, with unlimited updates

Google Sheets Sync by Outfunnel and Make checked against their own pages in November 2026.

FAQ

Frequently asked questions

How do I sync Pipedrive deals with Google Sheets?

Connect Pipedrive and the spreadsheet in Whalesync, pair Pipedrive's Deals with a tab, and map the fields you want as columns. Add the Stages and Users tables too, so each deal's stage and owner come through. From then on, deal changes in Pipedrive reach the sheet within seconds, and edits in the sheet reach Pipedrive within minutes.

Does Pipedrive integrate with Google Sheets?

In a few ways. Pipedrive's own export saves deals as an XLSX or CSV file to open in Sheets, a copy as of that moment, and Outfunnel's Google Sheets Sync app, now part of Pipedrive, copies contacts into a sheet. Make and Zapier add or update rows when something happens in Pipedrive, and Whalesync keeps deals and the rest in sync both ways.

Why does the stage column show IDs in Google Sheets?

In Pipedrive, a deal's stage, pipeline, and owner are links to its Stages, Pipelines, and Users tables. In a sheet, a link is a column of Whalesync IDs pointing at rows in another tab, so sync those tables too. When Whalesync creates the link column, it adds a "(lookup)" column beside it that shows each stage's or owner's name.

Can I update Pipedrive deals from a Google Sheet?

Yes. Changing a mapped cell updates the deal: its title, value, expected close date, status, lost reason, and custom fields among them. Status takes open, won, or lost. A dropdown custom field takes one of its options exactly as Pipedrive spells it, and any other value is held back as a sync issue.

Is the Pipedrive Google Sheets sync real-time?

From Pipedrive, nearly: Pipedrive sends Whalesync a webhook when a deal, person, organization, or activity changes, and the change reaches the sheet within seconds. Google Sheets sends none, so Whalesync rereads the sheet, pausing five minutes after each read, and an edit there reaches Pipedrive within minutes, longer on a big sheet. Leads and lead labels have no webhook, so Pipedrive changes to them wait for a daily full read.

Will Whalesync overwrite formulas in my sheet?

Not in columns it doesn't sync. When a deal changes, Whalesync writes only the cells of the mapped fields that changed, so formulas elsewhere in the row stay. A formula in a mapped column is replaced when Pipedrive changes that field, so keep formulas in unmapped columns or on a tab of their own.

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