Pull your saved Pipeline CRM list views into Google Sheets to build custom reports, pivot tables, and charts.
The sync is one-way. Changes you make in Google Sheets don't update Pipeline CRM.
Before you start:
- Export permission on your Pipeline CRM user. Ask your admin if you're not sure.
- At least one saved list view in Pipeline CRM.
Install the add-on
- Open the Pipeline CRM Data Importer in the Google Workspace Marketplace.
- Click Install and follow the prompts.
- Click Accept to let Pipeline CRM send data to your Google Sheets account.
You can also install it from inside Google Sheets: go to Extensions > Add-ons > Get add-ons and search for "Pipeline Data Importer".
Pull a list into a sheet
- Open a Google Sheet.
- Go to Extensions > Pipeline Data Importer > Manage Filters.
- Sign in to Pipeline CRM in the side panel when prompted.
- Select the saved list (filter) to pull into this sheet.
Each sheet holds one list. Pulling a list or refreshing clears everything already on that sheet. Put formulas, charts, and graphs on a separate sheet.
Keep your data current
- Refresh Data updates every sheet at once.
- Refresh list of filters brings in a list you saved recently that doesn't appear yet.
FAQs
Can I update Pipeline CRM from Google Sheets? No. Changes in Google Sheets don't sync back.
Does the add-on work on a protected sheet? No. The sheet can't be protected (locked).
Need help? Contact support at customercare@pipelinecrm.com.