Create Report on Deal Lead Sources from Pipedrive

Published 15 November 2018

Description

Create a scheduled export to see where your Pipedrive deals are coming from. Customize the frequency, and where the data is delivered to, so you can easily keep track of the source of your leads.

1. Connect your Pipedrive account

2. Choose how often you wish the export to run and where it should be delivered

3. Select which fields to include - such as lead source, deal name, owner and more - and even apply filters to include just the deals you wish to see

4. Download your data