The Scenario
Your RevOps team is doing a CRM data quality pass before sending the Q2 email campaign. The ask is straightforward: get every Pipedrive person record — name, email, phone, linked organization, owner — into a Google Sheet, then highlight anyone with a missing email address so the campaign team knows who to skip or enrich.
You have done this export before. The Pipedrive export wizard gives you a CSV. The CSV has 47 columns. Fourteen of them are custom fields you set up two years ago and no longer use. The email column is sometimes column G and sometimes column AJ depending on whether the contact has multiple email addresses. Parsing it takes longer than the analysis itself.
The bad version:
- You export the Pipedrive person CSV, open it in Sheets, and spend 30 minutes deleting the columns you don't need
- The email field contains JSON-like formatted strings for contacts with multiple emails, which breaks your ISBLANK formula
- You write a custom formula to extract the first email, realize it doesn't handle the "primary" flag correctly, and give up and do it manually for 400 rows
The campaign team is waiting. The data still isn't clean.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to Pipedrive and pulls exactly the fields you ask for — no 47-column CSV, no JSON email strings, no column juggling.
Fetch all Pipedrive persons and write name, primary email, phone, linked organization name, and owner into this sheet, one row per person. Leave cells blank where a field is missing rather than writing null or N/A.
What You Get
- One row per Pipedrive person, with clean display values for each field
- Primary email pulled as a plain string, not a JSON blob
- Linked organization name as the display name, not the org ID
- Owner as the user's display name, not their numeric ID
- Blank cells where a field is genuinely empty — no placeholder text that would confuse formulas downstream
What If the Data Is Not Quite Ready
You want to flag missing emails without writing a formula yourself
Fetch all Pipedrive persons and write name, email, phone, linked org name, and owner into this sheet. Then in column F, write MISSING EMAIL for any row where the email column is blank.
You only want contacts from a specific organization
Fetch all Pipedrive persons linked to the organization Acme Corp and write name, email, phone, and owner into this sheet.
You want to cross-reference against a list of emails you already have to find contacts not yet in Pipedrive
Fetch all Pipedrive persons and write their primary email into column B starting at row 2. Then for each email in column A, write YES in column C if a matching email exists in column B, and NO if it does not.
You need the full export, duplicate detection, and a missing-field summary in one shot
Fetch all Pipedrive persons and write name, email, phone, org name, and owner into this sheet starting at row 2. Then in column F, flag MISSING EMAIL for blank email rows and DUPLICATE EMAIL for any email that appears more than once in column B. Finally, write a summary below the data showing the total count of missing emails and the total count of duplicates.
That kind of cascading ask — export, annotate, summarize — runs in one prompt rather than being stitched together from formulas and manual steps.
Try It
Before your next email campaign, Get the 7-day free trial of SheetXAI and open a blank Google Sheet. Ask it to pull all your Pipedrive contacts into a clean table, then flag the ones with missing emails. See the spoke on bulk updating contacts after enrichment once you have your cleaned list.