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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