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

Business Data Glossary

We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more

Pull Data Reports from multiple business apps

Consolidate all your business data in one place and have swift analysis based on your business metrics. Learn more

Unlock Your Data From any Business app

Use Free Export to download data from your apps, so you can save it or move it wherever makes sense for your business. Learn more