Step 1: Download Google Drive File Stream to your Windows PC.
Step 2: Add your Deals.csv file to a folder in your Google Drive.
Now, every time you want to refresh the data, you only have to complete the first step in the previously described process. In the last step, simply overwrite the Deals.csv file in your Google Drive folder on your Windows PC.
Export Pipedrive Data to Google Sheets using Coupler.io
Coupler, like Flatly, allows you to create bots that regularly export data from Pipedriveto a Google Sheets workbook. Other data destinations that Coupler supports are Microsoft Excel and Google BigQuery.
Coupler's pricing plans are listed below. If you sign up, sign up for the annual plan to save 25%.
Export Pipedrive Data to Google Sheets using Flatly.io
Flatly.io was one of the first tools I explored to automatically download the data from Pipedrive on a set schedule. However, I needed an option to export the data with 'pretty' column names, instead of system column names. I may have missed out on checking out a few other options, but you may give it a try.
With Flatly.io, you can set up an automation to download the data from Pipedrive at a pre-defined frequency. This data can be written to a Google Sheets document, or directly to a Google Drive as a CSV. Flatly supports all these data destinations.
Flatly's pricing plans are listed below.
Of all the options that I have evaluated, Coupler.io seems to be the best option as detailed in the above steps. You can export Pipedrive data to Google Sheets, Microsoft Excel, or Google BigQuery. This data can then be analyzed directly in Google Sheets, MS Excel, or be read into BI tools like Google Data Studio or Tableau to build powerful reports and dashboards that will help grow your business.