No-code pipeline · Pipedrive → Excel

Send data from Pipedrive to Excel

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From Pipedrive to Excel: managed, scheduled, no code.

Kondado is a data replication platform that connects Pipedrive to Excel, replicating 16 data pipelines including Deals, Persons, Organizations, and Activities on a configurable schedule to keep your spreadsheets updated automatically.

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Send Pipedrive Data to Excel Automatically

Connecting your sales CRM to spreadsheets enables deeper analysis of deal flow and team performance without manual data entry. Kondado provides a direct connection between Pipedrive and Excel, allowing you to replicate deal information, contact details, and sales activities directly into your workbooks. Configure your data replication to run on a configurable schedule, whether you need updates every 5 minutes for near-real-time monitoring or daily summaries for executive reporting, ensuring your Excel files always reflect current pipeline status.

This automation eliminates manual CSV exports and time-consuming copy-paste workflows, giving analysts and sales managers immediate access to standardized data for building pivot tables, forecasting models, and custom dashboards. Once your Pipedrive data lands in Excel, you can combine it with financial data or marketing metrics to create comprehensive reports that drive strategic decisions and identify revenue opportunities across your entire sales operation.

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The Deals pipeline delivers comprehensive information about deal values, stages, and close dates directly into your spreadsheets, enabling you to create custom sales forecasts and track win rates by team or product line. Combined with the Persons pipeline, which captures contact details and communication history, you can segment your outreach efforts and analyze conversion patterns across different buyer personas.

Organizations data helps you map account hierarchies and track enterprise deal progression, while the Activities pipeline ensures every call, meeting, and task appears in your Excel workbooks for productivity analysis. By bringing these datasets together, you can build dynamic reports that correlate sales rep activity levels with deal velocity, identify bottlenecks in your Pipedrive process, and calculate accurate revenue projections using familiar Excel formulas and chart tools.

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Replicated to Excel

Pipedrive data available for Excel

Tables Kondado writes into your Excel, on a schedule you control.

available pipelines

235

extractable fields

Excel

Destination

Available integrations

Activities

Unique identifiers, activity types, and due dates are among the fields available for managing tasks, calls, and meetings.

Activity Fields

Fields such as name, data type, and whether the field is editable are essential for defining metadata of custom activities.

Activity Types

Different types of activities, such as tasks and meetings, are categorized to facilitate management and organization.

Deal Fields

Fields such as value, status, and creation date are fundamental for managing deals and their associated information.

Deal Products

Information about products associated with deals, including identifiers and quantities, is essential for sales tracking.

Deals

Data such as unique identifiers, titles, and values are used to manage and track the progress of deals.

Deals Flow (History)

History of changes in deals, including status and values, provides insights into the progress and evolution of sales.

Notes

Notes linked to deals, people, or organizations include fields such as content, creation date, and unique identifiers.

Organization Fields

Field definitions such as name, type, and status are crucial for managing information about organizations.

Organizations

Data such as unique identifiers, names, and status are used to manage and categorize organizations in the system.

Persons

Includes fields such as id, name, and email, enabling management of contacts and associated information.

Products

Contains information on id, name, and price, facilitating management of the product portfolio.

Sales Pipelines

Presents data on id, name, and stages, allowing visualization of the sales flow.

Stages

Includes fields such as id, name, and order, defining the stages of the sales process.

Teams

Provides data on id, name, and members, facilitating organization and management of teams.

Users

Includes information such as id, name, and email, allowing management of users and their permissions.

See all available data → Send Pipedrive to Excel →

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How to send Pipedrive data to Excel

Sync data automatically — no code, no manual exports.

Connect Pipedrive to Kondado

Authenticate your Pipedrive account in Kondado by providing your API credentials to establish a secure data source connection. This initial setup grants access to all 16 available pipelines including Deals, Persons, and Activities.

Configure Excel Destination

Choose Excel as your destination and specify the workbook location where your Pipedrive data should land. You can also send the same data to Power BI or Google Sheets simultaneously if needed.

Select Pipelines and Schedule

Select specific pipelines such as Deals Flow or Organizations from the available 235 fields, then set your preferred update frequency. Configure the schedule to run every 5 minutes, hourly, or daily based on your reporting requirements.

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Send data from Pipedrive to other destinations

Pipedrive > Looker Studio

Pipedrive > Power BI

Other visualizations

Pipedrive > Amazon S3

Pipedrive > BigQuery

Pipedrive > Excel

Pipedrive > Google Sheets

Pipedrive > MySQL

Pipedrive > PostgreSQL

Pipedrive > Redshift

Pipedrive > SQL Server

Choose a tool to visualize your Pipedrive data

If the software you need is not listed, drop us a messagem. You can use almost every tool

Pipedrive > Airtable

Pipedrive > Alteryx

Pipedrive > Amazon Quicksight

Pipedrive > BIMachine

Pipedrive > Cortex

Pipedrive > Data Studio

Pipedrive > Geckoboard

Pipedrive > Grafana

Pipedrive > IBM Cognos Analytics

Pipedrive > Klipfolio

Pipedrive > Looker Studio

Pipedrive > Looker

Pipedrive > Looqbox

Pipedrive > Metabase

Pipedrive > Microstrategy

Pipedrive > Pentaho

Pipedrive > Power BI

Pipedrive > Qlik Cloud Analytics

Pipedrive > Qlik Sense

Pipedrive > Qlik

Pipedrive > QlikView

Pipedrive > Redash

Pipedrive > Superset

Pipedrive > Tableau

Pipedrive > BI TOTVS

Pipedrive > Zoho Analytics

Frequently Asked Questions (FAQ)

Answers about sending Pipedrive data to Excel automatically

How does Kondado replicate Pipedrive data to Excel? ▼

Kondado uses a direct connection to extract data from your Pipedrive account and load it into Excel workbooks on a configurable schedule. The platform handles API connections and data transformation automatically, delivering structured datasets to your spreadsheets without requiring technical configuration or manual exports.

What Pipedrive data can I export to Excel? ▼

You can replicate 16 different pipelines including Deals, Persons, Organizations, Activities, Deal Products, and Sales Pipelines. Each pipeline contains specific fields such as deal values, contact emails, activity types, and product quantities, giving you complete flexibility to analyze every aspect of your sales operation.

How often does Pipedrive data update in Excel? ▼

Updates occur on a configurable schedule that you set based on your business needs, ranging from every 5 minutes to daily or weekly intervals. This automated refresh cycle ensures your Excel reports stay current without manual intervention, whether you need near-real-time sales tracking or periodic summary updates.

Can I combine Pipedrive data with other sources in Excel? ▼

Yes, you can blend your Pipedrive datasets with information from additional platforms like Google Sheets, BigQuery, or PostgreSQL within the same workbook. This capability allows you to create unified reports that connect sales activities with marketing spend, support tickets, or financial metrics for holistic business analysis.

Does Kondado support historical Pipedrive data in Excel? ▼

The Deals Flow pipeline captures the complete history of changes to your deals, including status updates and value modifications over time. This historical tracking enables you to analyze deal velocity trends, identify seasonal patterns, and build cohort analysis reports directly in Excel using familiar spreadsheet functions.

What format does Pipedrive data take in Excel? ▼

Data arrives as structured tables with standardized column headers that map directly to Pipedrive fields, making it immediately usable for pivot tables and VLOOKUP operations. Each pipeline becomes a separate worksheet or table within your workbook, preserving data relationships and enabling complex cross-reference analysis between deals, contacts, and activities.

Can I send Pipedrive data to Excel and Power BI simultaneously? ▼

Yes, Kondado supports multiple destinations for the same data source, allowing you to replicate your Pipedrive information to Excel, Power BI, and Looker Studio concurrently. This multi-destination capability ensures consistent data across your entire analytics stack without maintaining separate replication processes.

Try out all the features for free for 14 days

Related on Kondado

Try out all the features for free for 14 days