Pull data from your Pipeline CRM list views into Google Sheets to build custom reports, pivot tables, and charts. Before you start: Export permissions required in your Pipeline account (contact your admin if needed).
Install the Add-on
- Go to the Google Workspace Marketplace.
- Search for the Pipeline CRM Data Importer.
- Click Install and follow the prompts.
- Click Accept to allow Pipeline to send data to your Google Sheets account.
💡 Tip: You can also install from within Google Sheets by going to Extensions > Add-ons > Get add-ons and searching for "Pipeline Data Importer."
Import Your Data
- Open a Google Sheet.
- Go to Extensions > Pipeline Data Importer > Manage Filters.
- A side panel will open for you to log into your Pipeline account when prompted.
- Select a saved list(or filter) you want to import into the current sheet.
⚠️ Note: Each sheet supports one list/filter. Importing a filter or refreshing data will clear all existing data on that sheet. Place formulas, charts, and graphs on a separate sheet.
💡 Tip: Click Refresh list of filters if you don't see a recently created filter. Click Refresh Data to update all sheets at once.
FAQs Can I update Pipeline data from Google Sheets? No. Changes made in Google Sheets do not sync back to Pipeline.
Will the add-on work on a protected sheet? No. The sheet cannot be protected (locked) for the add-on to function.
Need help? Contact support at customercare@pipelinecrm.com.