Pipedrive Connector - Analyze CRM Data with AI

Connect Pipedrive to Sourcetable, and analyze CRM data with AI

You've never seen a spreadsheet do this before.

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FREE PRO PLAN FOR 14 DAYS.

	A	B	C	D	E
1	Campaign	Clicks	Date	Conv Rate	Status
2	Holiday Sale	12,445	2025-12-14	4.2%	Active
3	Product Launch	8,923	2025-12-14	5.8%	Active
4	Email Blast	5,334	2025-12-13	3.1%	Scheduled
5	Retargeting	15,667	2025-12-13	Loading...	Active
6	Social Media	9,234	2025-12-12	2.9%	Active

Latest campaigns from Pipedrive

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Sourcetable

Use Pipedrive, show me latest data

See how simple it is to connect...

...and analyze Pipedrive data.

“I used to export Pipedrive data to spreadsheets and manually create reports. Now I analyze analytics data using plain English and get insights instantly.”

— Operations Manager

Top 10 Most Popular Pipedrive connector actions from the Sourcetable community

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

How do I connect Pipedrive to Sourcetable?

Connect your Pipedrive account to Sourcetable by clicking "Start connecting" and authenticating with your Pipedrive credentials. Once connected, you can analyze CRM data, create visualizations, and build reports directly from your spreadsheet using natural language commands.

What can I do with the Pipedrive connector?

The Pipedrive connector lets you analyze CRM data, create custom reports, track key metrics, and build automated dashboards. You can analyze your Pipedrive data using plain English and Sourcetable will fetch and analyze the data automatically.

Can I analyze my Pipedrive data with AI?

Yes! You can analyze your Pipedrive data using plain English queries. Ask questions like "Show me latest data" and Sourcetable's AI will analyze your Pipedrive account and create visualizations automatically.

Is my Pipedrive data secure?

Yes. Sourcetable uses industry-standard OAuth 2.0 authentication and encryption to connect to your Pipedrive account. Your credentials and data are encrypted both in transit and at rest. We follow enterprise security best practices and you maintain full control over your Pipedrive account permissions.

How often does my Pipedrive data sync with Sourcetable?

Your Pipedrive data syncs automatically when you run a query or fetch data. You can manually refresh at any time to get the latest information. This ad-hoc approach means you always work with current data while maintaining control over when data is fetched.

How is this different from exporting Pipedrive data to Excel or CSV?

Unlike static CSV exports, Sourcetable connects directly to your live Pipedrive data. You can query current data using natural language without writing SQL, create dynamic dashboards that update on-demand, and analyze trends across any time period instantly. No more downloading files, copying data between spreadsheets, or manually updating reports.

Can I import historical Pipedrive data from before I connected?

Yes! When you connect Pipedrive to Sourcetable, you can access all historical data available in your Pipedrive account. Specify date ranges in your queries like "Show me all data from the past 2 years" and Sourcetable will fetch the historical records from Pipedrive's API.

How does Sourcetable replace my manual Pipedrive reporting workflows?

Instead of waiting for scheduled reports or manually exporting CSVs, you can run any analysis instantly whenever you need it. Ask questions on-demand and get answers in seconds. Save your most common queries as templates, share them with your team, and build dashboards that anyone can refresh with a click. This ad-hoc approach means you're never waiting for reports - you create insights when you need them.

What data sources does Sourcetable support?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data like Pipedrive and most plain text data. View all available connectors at sourcetable.com/connectors.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. For Pipedrive data, you can create charts showing trends, distributions, comparisons, and more. All visualizations are downloadable and can be exported as interactive embeds.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn to analyze your Pipedrive data and create insights.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Is there a discount for students, professors, or teachers?

Students and faculty receive a 50% discount on the Pro and Max plans. Email support@sourcetable.com to get your discount.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.

Sourcetable + Pipedrive

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