Send data from PipeRun to Excel

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Send PipeRun Data to Excel Automatically

Sending PipeRun data to Excel requires no coding or manual exports when you use Kondado. Simply connect your PipeRun account as a data source, select Excel as your destination, and choose which sales pipelines you want to replicate. Kondado handles the automated data transfer on your preferred schedule, whether you need updates every five minutes or once daily.

Kondado is a data integration platform that replicates PipeRun opportunities and custom fields to Excel automatically on a configurable schedule, enabling sales teams to analyze CRM data using familiar spreadsheet formulas and charts without manual CSV downloads.

Once your data arrives in Excel, you can build custom sales dashboards, track funnel progression with pivot tables, and share insights across your organization. The automated replication ensures your reports always reflect the latest opportunity values, status changes, and closed dates from your PipeRun CRM, eliminating data silos between your sales team and analysts.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Available Pipelines

With the Opportunities pipeline, you can analyze deal progression and revenue forecasting directly in Excel, using pivot tables to segment sales performance by status, value ranges, or closed dates from your PipeRun CRM. The Opportunities: Custom Fields pipeline brings your specialized PipeRun configurations into your spreadsheets, allowing you to filter and categorize deals based on unique business parameters you have defined for your specific sales process. Together, these pipelines enable comprehensive sales reporting where you can correlate standard opportunity metrics with custom field values to identify trends, track custom deal attributes, and optimize your funnel strategy without switching between applications.

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PipeRun data available for Excel

2
available pipelines
134
extractable fields

Available integrations

Integration Description
Opportunities Table provides information on opportunities, including fields such as id, status, value, and closed_at date.
Opportunities: Custom Fields Table contains custom fields for opportunities, such as deal_id, customfield_name, and value.
Opportunities
Table provides information on opportunities, including fields such as id, status, value, and closed_at date.
Opportunities: Custom Fields
Table contains custom fields for opportunities, such as deal_id, customfield_name, and value.

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How to send PipeRun data to Excel

Sync data automatically — no code, no manual exports.

1
Connect Your PipeRun Account

Log into Kondado and add PipeRun as a new data source by entering your API credentials. The platform will automatically detect your available opportunities and custom fields for replication.

2
Configure Excel Destination

Select Excel as your destination and specify the workbook where you want your sales data delivered. You can use an existing file or create a new spreadsheet to house your PipeRun opportunities and custom field data.

3
Select Pipelines and Schedule

Choose which pipelines to replicate, such as Opportunities and Opportunities: Custom Fields, then set your update frequency to run every five minutes, hourly, or daily. Kondado will begin automated replication immediately, keeping your Excel reports current with the latest PipeRun data.

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Frequently Asked Questions (FAQ)

Answers about sending PipeRun data to Excel automatically

How does Kondado send PipeRun data to Excel automatically?
Kondado connects directly to your PipeRun account using API credentials to extract opportunities and custom field data. The platform then loads this information into Excel workbooks on a schedule you configure, from every five minutes to daily intervals, without requiring manual CSV exports or copy-paste workflows.
What specific PipeRun data gets replicated to Excel?
Kondado replicates two distinct pipelines: the standard Opportunities data including deal IDs, status values, monetary amounts, and closed dates, plus the Opportunities: Custom Fields containing your specialized deal attributes and custom values. This gives you access to 134 total fields for comprehensive sales analysis in your spreadsheets.
How frequently can I update PipeRun data in my Excel workbook?
You can configure automated updates to run every five minutes, fifteen minutes, hourly, or daily depending on your reporting needs. This near-real-time replication ensures your sales dashboards reflect recent opportunity changes without manual refresh processes slowing down your analysis.
Can I merge PipeRun data with other CRM sources in the same Excel file?
Yes, Kondado allows you to replicate data from multiple sources into the same Excel destination, enabling you to combine PipeRun opportunities with information from Google Sheets, BigQuery, or PostgreSQL databases. This creates unified sales reports that correlate your PipeRun funnel data with marketing metrics or financial records from other platforms.
Does PipeRun data appear as raw tables or formatted reports in Excel?
Data arrives as structured tables within Excel workbooks, preserving field types and relationships from your PipeRun CRM. You can then apply Excel's native formatting, create pivot tables, build charts, and design custom sales dashboards using familiar spreadsheet tools and formulas.
Can I send PipeRun data to business intelligence tools instead of Excel?
Absolutely, Kondado supports multiple destinations beyond Excel, including Power BI, Looker Studio, and BigQuery. You can replicate the same PipeRun pipelines to different destinations simultaneously, enabling your team to analyze sales data in Excel while executives view high-level metrics in dedicated BI platforms.
What Excel features work best with replicated PipeRun sales data?
Replicated PipeRun data works excellently with Excel's pivot tables for funnel analysis, VLOOKUP functions for cross-referencing deal information, and conditional formatting to highlight high-value opportunities. You can also use Excel's collaboration features to share live sales reports with stakeholders who need visibility into your PipeRun pipeline performance.

Try out all the features for free for 14 days