Pipedrive Reporting Templates

Pipedrive is the CRM that teams love to use. Pipedrive helps salespeople close more deals and stay organized without wasting time on paperwork. Managers can easily track team performance, while reps get instant notifications when a customer changes their status or there's an important upcoming deal. With 100,000+ paying customers spanning across 179 countries, we've helped thousands of sales teams get back to doing what they do best: selling.

Logo ActionDesk

Actiondesk is a spreadsheet interface that connects to Pipedrive and your other data sources so you can build live reports.

Put your Pipedrive reports on a spreadsheet

Use our pre-built Pipedrive templates to get started quickly. Or you can start from scratch - integrating a data source takes only 2 minutes.

Or, if you have your own use case in mind...

Start building your Pipedrive report


Connect your Pipedrive data live

Actiondesk connects to Pipedrive and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Want to combine data from Pipedrive and other data sources?

Actiondesk can easily blend data from different data sources in a single, unified spreadsheet report.

Toast POS
Sapaad Pte Ltd
Revel Systems
QuickBooks POS
Poster POS
Poster POS
Miva Merchant
Miva Merchant

Read more on Pipedrive and Actiondesk

How To Connect Pipedrive To Google Sheets

Follow our step by step guide to import Pipedrive data automatically into Google Sheets using an Apps Script. Alternatively

How to connect your Pipedrive account

In order to connect your Pipedrive account, you need to click the "import" button on top left and then follow the instructions.

How to add a data source

Add your Pipedrive account by selecting "New data source" and choosing "Pipedrive."