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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.
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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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| 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. |
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Sync data automatically — no code, no manual exports.
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.
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.
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.
Try out all the features for free for 14 days
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Try out all the features for free for 14 days