Pipedrive

Pipedrive Functions & Syntax

Overview

Pipedrive is a popular web-based customer relationship management (CRM) tool for managing all your company’s relationships and interactions with customers and leads. With this spreadsheet integration for Google Sheets and Microsoft Excel, you can import and query current data from your Pipedrive account, like contacts, companies, leads, deals and activities.

What you can do

With this integration, you can:

  • Interactively search and filter your Pipedrive data
  • Query and analyze your sales pipeline
  • Lookup and track current deals and activity
  • Lookup information for a list of contacts
  • Enrich your spreadsheet with your Pipedrive data

What you need

You need to have a Pipedrive account to use this integration. Also, if you haven't already installed the Flex.io add-on for Excel or Google Sheets, you need to set this up as well.

Functions and Syntax

This integration for Microsoft Excel or Google Sheets includes the following functions:

Pipedrive Deals

Returns a list of deals from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-deals", [properties], [filter])

Sample Usage

=FLEX("YOUR_TEAM_NAME/pipedrive-deals", "")
=FLEX("YOUR_TEAM_NAME/pipedrive-deals", "title, value, status, add_time")

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. false
filter string Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. false

Returns

Property Type Description
id integer The id of the deal
title string The title of the deal
label string The label of the deal
value number The value of the deal
currency string The currency type of the value of the deal
add_time string The date the deal was added
update_time string The date the deal was last updated
active boolean Whether or not the deal is active
deleted boolean Whether or not the deal is deleted
status string The status of the deal
probability string The probability associated with the deal
creator_user_id integer The id of the creator of the deal
creator_user_name string The name of the creator of the deal
creator_user_email string The email of the creator of the deal
user_id integer The id of the user associated with the deal
user_name string The name of the user associated with the deal
user_email string The email of the user associated with the deal
person_name string The name of the person in the organization associated with the deal
org_name string The name of the organization associated with the deal
org_address string The address of the organization associated with the deal
pipeline_id integer The pipeline id currently associated with the deal
stage_id integer The stage id of the deal
stage_change_time string The date the deal stage was last changed
last_activity_id integer The id of the last activity event associated with the deal
last_activity_date string The date of the last activity event associated with the deal
next_activity_id integer The id of the next activity event scheduled for the deal
next_activity_date string The date of the next activity event scheduled for the deal
next_activity_subject string The subject of the next activity
next_activity_type string The type of the next activity
next_activity_duration integer The duration of the next activity
next_activity_note string Notes associated with the next activity
expected_close_date string The expected date the deal will close
close_time string The date the deal was closed
won_time string The date the deal was won
lost_time string The date the deal was lost
lost_reason string The reason the deal was lost
products_count integer The number of products associated with the deal
files_count integer The number of files associated with the deal
notes_count integer The number of notes associated with the deal
email_messages_count integer The number of emails associated with the deal
activities_count integer The number of activities associated with the deal
done_activities_count integer The number of done activities associated with the deal
undone_activities_count integer The number of undone activities associated with the deal
reference_activities_count integer The number of reference activities associated with the deal
participants_count integer The number of participants associated with the deal
followers_count integer The number of followers associated with the deal

Notes

Pipedrive Organizations

Returns a list of organizations from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-organizations", [properties], [filter])

Sample Usage

=FLEX("YOUR_TEAM_NAME/pipedrive-organizations", "")
=FLEX("YOUR_TEAM_NAME/pipedrive-organizations", "name, address")

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. false
filter string Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. false

Returns

Property Type Description
id integer The id associated with the organization
name string The name of the organization
label string The label for the organization
active_flag boolean Whether or not the organization is active
add_time string The date the information for the organization was first added
update_time string The last date the information for the organization was updated
address string The address for the organization
address_subpremise string The address subpremise for the organization
address_street_number string The address street number for the organization
address_route string The address route for the organization
address_sublocality string The address sublocality for the organization
address_locality string The address locality for the organization
address_admin_area_level_1 string The address admin area level 1 for the organization
address_admin_area_level_2 string The address admin area level 2 for the organization
address_country string The address country for the organization
address_postal_code string The address postal code for the organization
last_activity_id integer The last activity id associated with the organization
last_activity_date string The last activity date associated with the organization
next_activity_id integer The next activity id associated with the organization
next_activity_date string The next activity date associated with the organization
activities_count integer A count of the activity for the organization
done_activities_count integer A count of the activity done for the organization
undone_activities_count integer A count of the activity not done for the organization
reference_activities_count integer A count of the reference activities for the organization
open_deals_count integer A count of the open deals associated with the organization
closed_deals_count integer A count of the closed deals associated with the organization
won_deals_count integer A count of the won deals associated with the organization
lost_deals_count integer A count of the lost deals associated with the organization
related_won_deals_count integer A count of the related won deals associated with the organization
related_lost_deals_count integer A count of the related lost deals associated with the organization
related_open_deals_count integer A count of the related open deals associated with the organization
related_closed_deals_count integer A count of the related closed deals associated with the organization
files_count integer A count of the files associated with the organization
notes_count integer A count of the notes associated with the organization
followers_count integer A count of the followers associated with the organization
email_messages_count integer A count of the email messages associated with the organization
people_count integer A count of the people associated with the organization

Notes

Pipedrive People

Returns a list of people from Pipedrive

Syntax

=FLEX("YOUR_TEAM_NAME/pipedrive-people", [properties], [filter])

Sample Usage

=FLEX("YOUR_TEAM_NAME/pipedrive-people", "")
=FLEX("YOUR_TEAM_NAME/pipedrive-people", "name, phone, email")

Parameters

Property Type Description Required
properties array The properties to return (defaults to all properties). See "Returns" for a listing of the available properties. false
filter string Filter to apply with key/values specified as a URL query string where the keys correspond to the properties to filter. false

Returns

Property Type Description
id integer The id for the person
label string The label for the person
name string The name of the person
first_name string The first name of the person
last_name string The last name of the person
phone string The primary phone number for the person
phone_label string The type of the primary phone number for the person
email string The primary email for the person
email_label string The type of the primary email for the person
org_name string The name of the organization the person is associated with
org_address string The address of the organization the person is associated with
active_flag boolean Whether or not the person is active
add_time string The date the information for the person was first added
update_time string The last date the information for the person was updated
last_activity_id integer The last activity id associated with the person
last_activity_date string The last activity date associated with the person
next_activity_id integer The next activity id associated with the person
next_activity_date string The next activity date associated with the person
activities_count integer A count of the activity by the person
done_activities_count integer A count of the activity done by the person
undone_activities_count integer A count of the activity not done by the person
reference_activities_count integer A count of the reference activities by the person
open_deals_count integer A count of the open deals associated with the person
closed_deals_count integer A count of the closed deals associated with the person
won_deals_count integer A count of the won deals associated with the person
lost_deals_count integer A count of the lost deals associated with the person
related_won_deals_count integer A count of the related won deals associated with the person
related_lost_deals_count integer A count of the related lost deals associated with the person
related_open_deals_count integer A count of the related open deals associated with the person
related_closed_deals_count integer A count of the related closed deals associated with the person
participant_open_deals_count integer A count of participant open deals associated with the person
participant_closed_deals_count integer A count of the participant closed deals associated with the person
files_count integer A count of the files associated with the person
notes_count integer A count of the notes associated with the person
followers_count integer A count of the followers associated with the person
email_messages_count integer A count of the email messages associated with the person

Notes

Need help?

Have questions? Need help getting started? Need other Pipedrive templates or functions for Microsoft Excel or Google Sheets? Chat with us; we're happy to help!