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 n8n → 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 n8n , 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)?
📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com
