Data Management – Pipeline https://pipelinecrm.com Pipeline - Supercharge your sales Tue, 09 Sep 2025 12:51:53 +0000 en-US hourly 1 https://pipelinecrm.com/favicon.png Data Management – Pipeline https://pipelinecrm.com 32 32 Google Sheets Add-On https://pipelinecrm.com/features/integrations/google-sheets-add-on/ Mon, 23 Dec 2024 18:00:51 +0000 https://pipelinecrm.com/?page_id=4359 Continue reading Google Sheets Add-On]]>
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Google Sheets Add-On for Pipeline CRM

Unlock the full potential of your Pipeline CRM with our Google Sheets Add-On. Effortlessly import your saved list views directly into Google Sheets, enabling you to harness live data for dynamic reporting. Our user-friendly interface simplifies data management, allowing you to create customized reports with ease. Each worksheet supports individual filters, giving you the flexibility to analyze your data precisely as you need. Streamline your workflow and enhance your decision-making with this powerful integration.

Integrate Pipeline CRM with Google Sheets

Refresh all of your worksheets with a single click to keep the data live and your reports updated. Each import clears all the data on the worksheets and reimports live from PipelineDeals. All formulas, graphs, and charts you create using the data should reside on separate worksheets.
Resources:
How to set-up and use
Effortless data import
You can quickly import saved list views from Pipeline CRM directly into Google Sheets. Its intuitive interface simplifies the process, allowing you to pull live data into your spreadsheets with ease.
Real-time data refresh
Keep your reports up-to-date effortlessly. The Data Importer enables you to refresh all worksheets with a single click, ensuring that your data remains current. Each import clears existing data and reimports live information from Pipeline CRM, maintaining the accuracy of your reports.
Enhanced reporting capabilities
By integrating Pipeline CRM data into Google Sheets, you can build and maintain powerful reports. The add-on supports individual filters for each worksheet, allowing for customized data views. Additionally, you can create formulas, graphs, and charts on separate worksheets to analyze and visualize your data effectively.
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]]> Skyvia Integration https://pipelinecrm.com/features/integrations/skyvia-integration/ Thu, 29 Feb 2024 22:51:47 +0000 https://pipelinecrm.com/?page_id=3123 Continue reading Skyvia Integration]]>
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Seamless Skyvia Integration with Pipeline CRM for Effortless Data Management

Skyvia integration with Pipeline CRM simplifies data management through powerful ETL/ELT capabilities. This no-code cloud service allows you to effortlessly import and sync your Pipeline CRM activities, such as Deals and People, with major cloud and on-premise data sources. Enjoy seamless data sharing via REST API and ensure your data flows smoothly in both directions.

Skyvia integration with
Pipeline CRM

Perform ETL/ELT and reverse ETL, build data pipelines, share data via REST API, and more. Import your Pipeline CRM activity, like Deals, People directly to and from major cloud and on-premise data sources or perform Pipeline CRM sync in both directions.
Resources:
How to set-up and use

Manage Pipeline CRM data easily

Leverage Skyvia’s SQL Query tool and SQL editor with visual query builder. Skyvia Query includes Google Sheets Add-on and Excel Add-in to export Pipeline CRM data to Excel and Google Sheets.

Import and export CSV files

Import and export CSV files to/from Pipeline CRM in a convenient web-based user interface. Skyvia allows loading CSV files both from your computer and from various file storages.
Replicate data for easy analysis
Use Skyvia to replicate Pipeline CRM data to a relational database and maintain an actual state. Use Skyvia cloud data replication service (ELT) for data analysis and reporting tools with your Pipeline CRM data.
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]]> FullContact Integration https://pipelinecrm.com/features/integrations/fullcontact-integration/ Sat, 16 Sep 2023 19:30:50 +0000 https://pipelinecrm.com/?page_id=2712 Continue reading FullContact Integration]]>
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FullContact integration

Leverage unique dimensions of data to create hyper-personalized customer experiences with the FullContact data enrichment integration.

Drive meaningful customer journeys with FullContact integration

Utilize the most accurate, robust, and real-time Identity Resolution Graph in the industry to improve your customer interactions. An identity graph provides a single unified view of customers and prospects based on their interactions with a product or website across a set of devices and identifiers.
Resources:
How to set-up and use
50+ Billion Identifiers
Leverage the most accurate identity graph in the industry with 50 billion individual omnichannel identifiers spanning 10 different categories.
Real-time personalization
Immediately impact your customer experience with a real-time API connection. Get 200 million daily updates with 40 millisecond response time.
Ethical Sourcing
The breadth and depth of information is permission-based, in accordance with the highest ethical standards, with an unparalleled scope of data sources.
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]]> Clearbit Integration https://pipelinecrm.com/features/integrations/clearbit-integration/ Sat, 16 Sep 2023 19:20:03 +0000 https://pipelinecrm.com/?page_id=2709 Continue reading Clearbit Integration]]>
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Clearbit integration with
Pipeline CRM

Pipeline CRM integrates with Clearbit. Convert your best opportunities with the right action at the right time via the Clearbit integration.

Tap into the most reliable dataset in B2B with Clearbit integration

Create, complete, and correct your records with real-time enrichment providing context on every lead, contact, and account. B2B marketing and revenue teams rely on Clearbit to power go-to-market motions, workflows, and insights across the customer lifecycle.
Resources:
How to set-up and use
Add 100+ B2B attributes
Distilled from 250+ data sources and millions of data points including technologies installed, employee count, revenue, location, contact information, and more.
Updated and Automated
Constant improvements are powered by machine learning and highly-trained QA. Records are automatically refreshed as soon as a change is detected.
Power Customer Insights
Clearbit’s complete dataset powers precise lead scoring and routing, rich customer segmentation, and reports that drive results for your business.
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]]> UpLead Integration https://pipelinecrm.com/features/integrations/uplead-integration/ Sat, 16 Sep 2023 19:09:42 +0000 https://pipelinecrm.com/?page_id=2707 Continue reading UpLead Integration]]>
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UpLead integration

Enrich your Pipeline CRM to fill in missing details with the UpLead integration.

Turn disjointed lists into sales opportunities with UpLead integration

Upload your lists of contacts, companies and emails to UpLead and enhance it by appending 50+ fields of detailed contact information in seconds. Arm your sales team with data that doesn’t bounce, so there are always new deals coming through the pipeline.
Resources:
How to set-up and use

95% data accuracy

UpLead the only B2B prospecting company to offer a 95% or higher accuracy guarantee and is the preferred lead generation tool for companies selling across the globe.

Leverage 50+ data points

Unlock data fields including verified emails, phone numbers, and social links. Pre-qualify companies with intelligence like sales volume, number of employees, industry, and more.
No match, no charge
Only pay for verified data. UpLead’s data enrichment engine tells you how many matches are found, then you decide how many records you want to enrich and download.
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]]> Excel https://pipelinecrm.com/features/integrations/excel/ Sat, 24 Jul 2021 11:21:06 +0000 https://pipelinecrm.com/?page_id=245 Continue reading Excel]]>

Excel integration with
Pipeline CRM

Pipeline CRM integrates with Excel. Export your leads and deals on demand to create custom dashboards for reporting.

Supercharge your sales process with better data

We created this one-of-a-kind add-in for Pipeline customers for free, because we know how important Excel is to your business. Whether you depend on Excel to gain insights, share monthly reports, or track daily data, this integration will save you a great deal of time and resources. Easily import data from Pipeline to create pivot tables, charts, and graphs to track the unique KPIs for your business.

Resources:
How to set-up and use
One-click imports
There’s no long lag time or lengthy tools to learn. Export data from Pipeline CRM directly into Excel with one click, and get started creating the charts and pivot tables you know best.
Real-time data
Refresh data to gain real-time insights any time, or you can even set it to auto-refresh the data every hour. Save time entering new data every day, or recreating the same charts.
Custom reports
Better data is a huge benefit to an organization looking to manage its customers. Create usable insights with custom tables, charts and graphs. Mine your data for deep insights into your customers.
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