This workflow pulls deals from Pipedrive, categorizes them by stage, and logs them into a Google Sheet for reporting an…
This workflow pulls deals from Pipedrive, categorizes them by stage, and logs them into a Google Sheet for reporting and tracking. ⚙️ Setup Instructions 1️⃣ Connect Pipedrive In Pipedrive → Personal preferences → API → copy your API token URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api In n8n → Credentials → New → Pipedrive API Company domain: {your-company} (the subdomain in your Pipedrive URL) API Token: paste the token from step 1 → Save In the Pipedrive Tool node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time). 2️⃣ Prepare Your Google Sheet Connect your Data in Google Sheets Use this format: Sample Sheet Row 1 = column names In n8n, create credentials: Google Sheets (OAuth2) Log in with your Google account and select your Spreadsheet + Worksheet 🧠 How it works Get many deals (Pipedrive)**: Fetches all deals with stage IDs. Categorize Stages**: Maps stage IDs → friendly stage names (Prospecting, Qualified, Proposal, Negotiation, Closed Won). Today's Date**: Adds a date stamp to each run. Set Fields**: Combines stage, deal name, and date into clean columns. Google Sheets (Append)**: Writes all rows to your reporting sheet. 📬 Contact Need help customizing this (e.g., pulling only active deals, calculating win-rates, or sending dashboards)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com. An n8n automation workflow template by Robert Breen.
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