The Scenario
Q3 planning is next Thursday. The sales manager wants every open deal from the New Business pipeline sorted by value so the team can build a realistic forecast before the board presentation. The data exists — it's all in ActiveCampaign. Getting it into a spreadsheet where you can sort and annotate it is another matter.
ActiveCampaign's built-in reporting doesn't export to a format that's easy to work with. You can view deals in the pipeline view, but you can't sort by a calculated field, you can't add your own columns, and you can't drop notes alongside the data.
The bad version:
- Open the New Business pipeline in ActiveCampaign, set filters for open deals, look at the list
- Export the pipeline — discover the export is a flat CSV with deal name, stage, and value but none of the custom fields you actually care about
- Manually add the missing columns to the sheet, go back to ActiveCampaign to look up each deal's close date, paste them in one by one
- Realize 12 deals changed stage last week and the export is already stale by the time you finish
Sixty deals, each requiring at least one lookup trip back to ActiveCampaign. By the time the sheet is accurate, the meeting is tomorrow.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads what's already in your sheet, connects to ActiveCampaign through the built-in integration, and writes the pipeline data directly into your current workbook — columns you define, fields you specify.
Pull all open deals from my ActiveCampaign New Business pipeline and write them to this sheet with deal title, value, stage, owner, and created date
What You Get
- One row per open deal written into the sheet
- Columns for deal title, value, stage, owner name, and created date — exactly as specified
- Data pulled live from ActiveCampaign, not from a stale export
- If a deal is missing a field (no owner assigned, no close date set), that cell is left blank with no row skipped
What If the Data Is Not Quite Ready
You only want deals above a certain value threshold
Pull all open deals from the ActiveCampaign New Business pipeline where value is greater than 5000 USD and write them to this sheet with deal title, value, stage, owner, and expected close date
You want deals from two pipelines combined in one sheet
Pull all open deals from both the New Business and Expansion pipelines in ActiveCampaign and write them to this sheet — add a column indicating which pipeline each deal came from
Some deals are missing owners and you want those flagged
Pull all open deals from the New Business pipeline and write them to this sheet; flag any deal where the owner field is blank with UNASSIGNED in a new column F
You want the full pull plus a summary row at the bottom
Export all open ActiveCampaign New Business deals to this sheet with title, value, stage, owner, and close date — then add a summary row at the bottom with total pipeline value and average deal size
Combining the export and the summary calculation in a single prompt means you skip the manual formula work entirely.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet or an existing revenue tracker, then ask it to pull your ActiveCampaign pipeline into place. For the upstream complement — creating deals from a sheet — see the bulk-create-deals spoke, or return to the hub for all four integration methods.