1.Detect qualifying deal changes
Integrate Pipedrive and CRM filters to find deals that match your configured filter and prepare core fields to load into reporting.
Create sales report rows from filtered CRM deals
Automatically detect new or updated deal matching a configured filter across Pipedrive. Create and update report rows when deal created, deal updated, or deal matches the filter criteriaβso you can add worksheet rows, append weekly snapshots, and prevent duplicates without manual spreadsheet updates.
How this automation accelerates pipeline reporting
When a new or updated deal matching a configured filter appears, manual entry delays forecasting and weekly reporting. This automation finds qualifying deals and adds report rows, then appends weekly snapshot fieldsβso your team can track pipeline changes consistently.
Pipedriveor swap with your favorite app
2.Add deal rows to worksheet
Integrate Google Sheets and spreadsheet mapping to add rows that map deal reference, title, amount, owner, and stage fields.
Google Sheetsor swap with your favorite app
3.Append weekly snapshot fields
Integrate Google Sheets and historical reporting to append weekly snapshot fields like export timestamp and source filter name.
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