Connect Pipedrive to Excel Power Query to Get Analysis-Ready Data

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What is Pipedrive?

Pipedrive is a powerful customer relationship management (CRM) platform designed for enterprise companies to manage and streamline their sales processes. With Pipedrive, businesses can easily track deals, manage leads, and monitor sales performance in real-time. Its intuitive interface and robust features make it an ideal choice to empower sales teams, optimize pipelines, and drive revenue growth.

What is Excel Power Query?

Excel Power Query is an innovative data analysis tool within Microsoft Excel that enables enterprise companies to extract, transform, and load (ETL) data from various sources into a single, unified data model. With its intuitive interface and powerful features, Excel Power Query allows users to clean, reshape, and merge data sets for in-depth analysis and visualization. Its versatility and ease of use make it an invaluable tool for data-driven decision making in today's competitive business landscape.

Connecting Pipedrive to Excel Power Query

Connecting Pipedrive to Excel Power Query can be achieved in several ways, as outlined below:

  • Using Pipedrive's built-in "Export" feature to export data in CSV or Excel format, then importing the file into Excel Power Query.
  • Utilizing Pipedrive's API to create custom scripts for extracting data directly from Pipedrive and loading it into Excel Power Query.
  • Employing third-party tools or connectors, such as Zapier, to automate the data transfer process between Pipedrive and Excel Power Query.
  • Adopting an advanced marketing analytics platform like Improvado to seamlessly extract, transform, and load data from Pipedrive to Excel Power Query, eliminating the need for manual processes or custom scripting.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Pipedrive to Excel Power Query with Improvado

Improvado stands out as the best solution for connecting Pipedrive to Excel Power Query due to its comprehensive data pipeline capabilities. This platform simplifies the ETL process by automating data extraction, transformation, and normalization, ensuring that your data is always up-to-date and ready for visualization. With Improvado, you can easily access and visualize a wide range of metrics and dimensions from Pipedrive, enabling you to make data-driven decisions with confidence.

Furthermore, Improvado offers unparalleled scalability and customization, allowing you to adapt the platform to your unique business needs. Its ability to process large volumes of data and centralize marketing and sales data makes it an ideal choice for enterprise-level organizations. Additionally, Improvado's dedicated customer support ensures a smooth implementation process and ongoing assistance for any challenges that may arise.

Summary of connection Pipedrive to Excel Power Query

In summary, connecting Pipedrive and Excel Power Query is a powerful way to visualize your marketing and sales data, enabling you to make data-driven decisions that drive growth. By leveraging Improvado's advanced marketing analytics platform, you can streamline the ETL process, access a wide range of metrics and dimensions, and enjoy the benefits of scalability, customization, and exceptional customer support. To learn more about how Improvado can help you connect Pipedrive to Excel Power Query and unlock the full potential of your data, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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