How to Automate Export of Deals from Pipedrive into a Spreadsheet with Import2 Wizard

Published 19 November 2019

Description

Create a scheduled download of deal data from your Pipedrive account using Import2 Wizard. Send it to Google Sheets for reporting or data-sharing, Dropbox, or even to email to create data backups.

1. Connect your Pipedrive account

2. Setup how often you wish to run the export - daily, weekly, monthly

3. Choose where to deliver the data to

4. Set the export template, including which columns to include, the order, and any filters you wish

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