The Scenario
You are a sales rep preparing for an executive outreach campaign targeting VPs at companies in your territory. You need a list of Pipedrive contacts where the job title contains VP — with their email and linked organization — exported to a Excel workbook before the campaign brief is due Friday afternoon.
You try Pipedrive's search. The search bar handles full-text search across all fields, not filtered queries on a specific field. You try the contacts filter. The filter does support job_title contains, but the filtered view doesn't export. You can view the results on screen. You cannot get them into an Excel workbook without copying row by row.
The bad version:
- You filter the Pipedrive contacts view by job_title contains VP and see 240 results
- The export option is grayed out when a filter is active — this is a known Pipedrive behavior you forgot about
- You clear the filter, export all 11,000 contacts as a CSV, open it in Sheets, and write a filter formula to extract the 240 VP rows
The campaign brief is due in two hours. You still need to clean up the formula output.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It runs the field-level search against Pipedrive and writes only the matching records into the workbook — no exporting all 11,000 contacts, no formula filtering.
Search Pipedrive persons where job_title contains VP and write name, email, phone, and linked organization into this workbook.
What You Get
- Only the matching person records — contacts with VP anywhere in the job title field
- Name, primary email, phone, and linked organization display name as separate columns
- No limit on result size — all matching records are returned, not just the first page
- Records with no linked organization show blank in that column rather than an error
What If the Data Is Not Quite Ready
You want to match multiple title patterns — VP, Vice President, and Head of
Search Pipedrive persons where job_title contains VP or Vice President or Head of. Write name, email, linked organization, and job_title into this workbook.
You want to cross-reference the results against a list of companies you already have in column A
Search Pipedrive persons where job_title contains VP. Write name, email, and linked organization into this workbook. Then in column E, write YES if the linked organization matches any company in column A of the CurrentTargets worksheet, and NO if it doesn't.
You want deals, not contacts — find all deals where a custom field matches a specific value
Search Pipedrive deals where the custom field Contract Type equals Annual. Write deal title, value, owner, and expected close date into this workbook.
You need the search results, enriched with open deal count per contact, and sorted by organization
Search Pipedrive persons where job_title contains VP. For each result, fetch the number of open deals linked to that person. Write name, email, linked organization, job_title, and open deal count into this workbook. Sort by linked organization ascending so contacts from the same company appear together.
The pattern: run the search, enrich the results, and sort them into the shape the campaign team expects — all in one prompt.
Try It
Before your next targeted outreach campaign, Get the 7-day free trial of SheetXAI and ask it to search Pipedrive by the field and value you care about. See the spoke on exporting contacts for a data audit if you need the full contact list rather than a filtered subset.