Users may have many reasons to export data from Pipedrive. The main one is reporting – you can build a custom sales report or dashboard, for example, in Looker Studio (former Google Data Studio) or Power BI. Another reason is sharing – you can share performance results with stakeholders and let them comment or even edit the records.
Whichever reason for pulling information from Pipedrive you have, it will be unique and based on the purpose for export and the information required. How can you do this job? In Pipedrive, export data can be done in different ways. We collected and shared the most convenient ones in this text. Enjoy!
How to export data from Pipedrive
According to the Pipedrive documentation, ‘there are two ways to export data from Pipedrive.’ That’s partially true – these two ways are manual exporting options:
- Export data – you can download all the data for a specific data entity (leads, deals, etc.) as a CSV or Excel file.
- Export filter results or List view export – this option allows you to download records grouped according to a custom or preset filter as a CSV or Excel file.
At the same time, neither of these manual ways to export Pipedrive data is good for reporting or analytics. For this reason, you can opt for Coupler.io. It’s a reporting automation solution that lets you automate data export from Pipedrive to spreadsheets (Google Sheets or Microsoft Excel), data warehouses (BigQuery, PostgreSQL, etc.), BI tools (Looker Studio, Power BI, etc.), and more. Let’s see what the setup flow for the Pipedrive integration looks like.
Automate data export from Pipedrive on a schedule with Coupler.io
Automated data export is a lifesaver if you need to fetch data from Pipedrive every day, every hour, or on another schedule for your reporting or other purposes. With Coupler.io, you can schedule exports of data from Pipedrive with a few simple steps. Select the desired destination application in the form below and click Proceed. You’ll be prompted to create a Coupler.io account for free.
Step 1. Extract data from Pipedrive
Connect to your Pipedrive account. Then select a data entity to export from Pipedrive. You can export information about Deals, Persons, Organizations, Activities, Files, Leads, Call logs, and Products.
Note: Optionally, you can export the already filtered data set from Pipedrive and specify the columns to export. We show how this works in the next section.
Step 2. Transform data from Pipedrive
With Coupler.io, you can make your Pipedrive data analysis ready right before it’s loaded to the chosen destination. Check out what transformations are available using this interactive form:
Step 3. Load data and schedule refresh
Follow the instructions on the setup wizard to connect Coupler.io to the chosen destination app. For instance, if you export Pipedrive to Google Sheets, you need to connect your Google account and select a file and a sheet to load data.
Coupler.io lets you connect Pipedrive to Power BI, Looker Studio, and other BI tools.
The last thing to do during this step is to enable the Automatic data refresh. This feature allows you to customize the frequency of your data exports from every month to every 15 minutes.
The final action is to click Save and Run to load your Pipedrive data to your destination.
The automated exporting option using Coupler.io is a good choice. Even if you need to export Pipedrive deals or other data once per week, you can automate the flow within a few clicks. This will save a few hours of your reporting routine.
Use the ready-to-go dashboards for Pipedrive reporting
With the automated data export from Pipedrive, sales experts and other users can create custom reports to track their performance. To ease their life, Coupler.io offers ready-to-use report templates that do not require any complex setup. All you need to do is connect your Pipedrive account and load data to the chosen template.
They are free to use and allow you to turn your Pipedrive data into insights automatically in just a few minutes. You can monitor your deals and analyze them in context with other Pipedrive data. Click the Readme tab of the selected template to see how to use it.
Pipedrive CRM ?ashboard
This CRM dashboard provides a complete overview of your sales pipeline performance. With its help, you can track deal progression, identify bottlenecks, and make informed decisions to accelerate revenue growth.
What insights you can get
- Pipeline health monitoring – Track deal stages, conversion rates, and revenue forecasts with real-time pipeline visualization
- Sales team performance analysis – Compare individual and team performance metrics, including win rates, deal values, and sales cycle length
- Deal progression tracking – Monitor how opportunities move through your sales funnel and identify potential sticking points
- Revenue trend analysis – Visualize monthly and quarterly revenue patterns to spot growth opportunities and seasonal variations
- Opportunity prioritization – Identify high-value deals and focus your team’s efforts on the most promising prospects
How to use this dashboard
Check the Readme tab for detailed setup instructions and customization options. The dashboard is available as a template in Looker Studio and Power BI.
CRM dashboard for Pipedrive in Looker Studio
Stay on top of your Pipedrive sales using our CRM dashboard which allows you to analyze your sales department’s performance.
CRM dashboard for Pipedrive in Power BI
Track sales opportunities, monitor deal stages, and evaluate team performance with interactive visualizations that help identify bottlenecks and optimize your sales process.
Customer acquisition dashboard for Pipedrive
This dashboard is designed to bridge the gap between your marketing efforts and sales results. It combines Pipedrive CRM data with marketing analytics from GA4 and major advertising platforms. Perfect for understanding your complete customer acquisition funnel from first impression to closed deal.
What insights you can get
- End-to-end funnel visualization – Track the complete customer journey from ad impressions through website visits to CRM conversions
- Multi-channel attribution analysis – Understand which marketing channels and campaigns drive the highest-quality leads
- Conversion rate optimization – Identify funnel bottlenecks and optimize each stage of your acquisition process
- Marketing ROI measurement – Calculate the true return on your advertising spend by connecting marketing costs to closed revenue
- Lead quality assessment – Compare lead sources by conversion rates, deal sizes, and sales cycle length
How to use this dashboard
This template automatically integrates data from Pipedrive, Google Analytics 4, Facebook Ads, LinkedIn Ads, and Google Ads. Refer to the Readme tab for step-by-step connection instructions and customization guidelines. Two template versions are available – Looker Studio and Power BI.
Customer acquisition dashboard for Pipedrive in Looker Studio
Use one dashboard to analyze the effectiveness of your Pipedrive acquisition funnel. Gain insights from data sourced from ad platforms and Google Analytics 4.
Customer acquisition dashboard for Pipedrive in Power BI
Visualize your complete lead generation funnel from initial ad impressions through CRM conversions, enabling data-driven decisions to improve acquisition costs and conversion rates.
Sales KPI dashboard for Pipedrive
With the sales KPI dashboard, you can monitor your most critical sales metrics. It provides at-a-glance visibility into deal trends, revenue dynamics, and team performance.
What insights you can get
- Key performance indicators tracking – Monitor essential sales metrics including revenue, deal count, win rates, and average deal size
- Sales trend analysis – Identify seasonal patterns, growth trajectories, and performance variations over time
- Lost deal insights – Analyze reasons for lost opportunities and implement strategies to improve conversion rates
- Sales funnel optimization – Track deal progression through custom pipeline stages and identify process improvements
- Team performance comparison – Evaluate individual and team achievements to replicate successful strategies
How to use this dashboard
Connect your Pipedrive account using the built-in integration, then customize the dashboard filters and date ranges according to your reporting needs. The Readme tab contains detailed instructions for using this Looker Studio template.
Sales KPI dashboard for Pipedrive
Analyze the critical sales metrics and key performance indicators from Pipedrive to make smart strategic decisions.
Native manual options for Pipedrive data export
However, it may not be the best data export method for your goal. If you, for example, export Pipedrive activities once a month or a year, it probably does not make any sense in automation. Still, to make a smart choice, you need to check out all the available options. So, let’s see how you can export Pipedrive data manually.
Export data from Pipedrive as CSV or Excel
This method lets you export all the records for a specific data entity:
- Leads
- Deals
- Organizations
- People
- Products
- Activities
- Notes
The exporting formats available are CSV and Excel. However, keep in mind that only admin users can benefit from this Pipedrive export data method. Here is what it looks like:
- Click More (three dots) on the left navigation panel, then select Export data.
- Select a data entity, then click the format you want to export Pipedrive data in – CSV or Excel.
- The generation of the export file will start. Once it’s ready, you’ll see a green Download button – click on it to download the file to your device.
The exported file will be available for download for a month. After that, it will expire, and you’ll need to prepare a new export.
Can I export Pipedrive data if I’m not an admin user?
To export Pipedrive data this way, you need to have admin access. Non-admin users cannot benefit from this data export method. If they go More => Export data, they’ll see a history log of exports, like this:
So, ask your Pipedrive admin to promote you to admin as follows:
- Go to Company Settings => Manage Users => Permission sets.
- Open the Admin set, then click Move users to this set and select the Pipedrive user that needs to have admin access.
If for some reason, your promotion to admin is not possible, then you only have the following option for data export.
Export filter results from Pipedrive as CSV or Excel
This method allows you to export a filtered data set of your data entities from the list view. By default, some data entities, such as leads and organizations, have the list view. For others, you’ll need to switch to the list view.
- Apply a custom or predefined filter you want, for example, All won deals. Then click the three dots in the top right corner and select Export filter results…
- Choose the file format for export, XLS, or CSV, and click Export.
- The exporting file will start generating, and a download link will be available once it is done. Click Download to download the file to your computer.
The main advantage of this method is that you can get a filtered set of records right away rather than filter them afterward.
The drawback is that you’ll need to perform this workflow repeatedly to get the latest records for this filter.
Export versatile data from Pipedrive
Now you know the three core methods of the Pipedrive data export. With all these methods, you can export the following categories of data from Pipedrive:
- Deals
- Leads
- Activities
- Contacts
- Organizations
- Products
Export of Pipedrive notes is only possible with the Export data option or via the Pipedrive API. The latter can be done with a few clicks using the JSON integration by Coupler.io.
Export data from insights
Exporting the data from your Pipedrive reports differs slightly from a common exporting flow. You can only pull data from the reports that have a table view. Then you need to click Export and select the format for the file – CSV or Excel.
Coupler.io does not let you export reports from Pipedrive, but it allows you to build custom reports and dashboards based on the exported data. Check out our Pipedrive dashboard blog post to learn more about this.
How to export all data from Pipedrive
There is no ‘Pipedrive export all data‘ button to load all the data records across all categories in bulk.
However, you can perform exports of all records by individual category including deals, contacts, products, etc. This is possible either using the native Export data option or the Pipedrive integration by Coupler.io.
Which Pipedrive export data option is best?
The native Pipedrive data export options are manual, i.e., you can do the job using the Pipedrive interface with a few clicks. As a result, you get a CSV or Excel file with records that can be uploaded to other software for different goals. These methods are probably ideal if you don’t need to fetch data regularly, for example, every day or every hour. If you do, then it’s better to automate data exports to load data to any cloud platform like OneDrive, Dropbox, or another destination.
Using the Pipedrive integration by Coupler.io is a smart choice for users who want to optimize their reporting and analytics. The automated data flow from Pipedrive will let you build a self-updating dashboard or report, and facilitate data sharing with stakeholders. For example, you can schedule exports from Pipedrive to Excel every hour, all week long.
Automate Pipedrive data export with Coupler.io
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