Track Pipedrive deals in Google Sheets for sales pipeline reporting

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

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 1. In Pipedrive → Per...

Best for

CRM automation workflows
Multimodal AI automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.pipedrive, n8n-nodes-base.stickynote, n8n-nodes-base.manualtrigger, n8n-nodes-base.code, n8n-nodes-base.merge, n8n-nodes-base.googlesheets, n8n-nodes-base.set

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Robert Breen.

Original n8n.io source

1.1 Workflow description

Title: Track Pipedrive deals in Google Sheets for sales pipeline reporting
Workflow name: Track Pipedrive deals in Google Sheets for sales pipeline reporting

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)?

📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Get many deals1

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 2 - Sticky Note12

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - When clicking ‘Execute workflow’

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 4 - Categorize stages

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 5 - Today's Date

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 6 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 7 - Sticky Note13

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Sticky Note58

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Sticky Note15

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Store in google

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 11 - Set Fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

3. Summary Table

Workflow	Track Pipedrive deals in Google Sheets for sales pipeline reporting
Complexity	intermediate
Nodes	11
Categories	CRM, Multimodal AI
Author	Robert Breen
Published	22 Aug 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/7740/7740.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows Multimodal AI workflows

Frequently asked questions

What does Track Pipedrive deals in Google Sheets for sales pipeline reporting do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, Multimodal AI use case.

Robert Breen

90 workflows

Nodes

n8n-nodes-base.pipedrive n8n-nodes-base.stickynote n8n-nodes-base.manualtrigger n8n-nodes-base.code n8n-nodes-base.merge n8n-nodes-base.googlesheets n8n-nodes-base.set

Complexity

intermediate

Published 22 Aug 2025

Likes 0

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Install path: /data/workflows/7740/7740.json

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Track Pipedrive deals in Google Sheets for sales pipeline reporting

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

⚙️ Setup Instructions

1️⃣ Connect Pipedrive

2️⃣ Prepare Your Google Sheet

Connect your Data in Google Sheets

🧠 How it works

📬 Contact

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get many deals1

Block 2 - Sticky Note12

Block 3 - When clicking ‘Execute workflow’

Block 4 - Categorize stages

Block 5 - Today's Date

Block 6 - Merge

Block 7 - Sticky Note13

Block 8 - Sticky Note58

Block 9 - Sticky Note15

Block 10 - Store in google

Block 11 - Set Fields

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions