The Scenario
The board meeting is in 45 minutes. Your sales director needs a snapshot of every open deal — stage, value, owner, expected close date — to talk through pipeline health. The data lives in Pipedrive. The slide deck needs a table.
You navigate to Pipedrive's deals view, set your filters, and stare at the export button. The CSV lands in your downloads folder. You open it in Sheets. The column headers are machine-readable field names instead of display names. The expected_close_date column is formatted as a Unix timestamp. You spend 15 minutes reformatting and renaming before the data is usable.
The bad version:
- You export the CSV and realize the filter you set only shows the first 100 deals — there are 340 open
- You scroll through Pipedrive's pagination to find the "all records" export option, which lands a second CSV with completely different column ordering
- You merge the two CSVs manually, sort by close date, and paste into the slide at 8:52 AM
The deck is due at 9:00. The data is right but the formatting is wrong and you don't have time to fix it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that sits inside your Google Sheet. It reads your sheet and talks to Pipedrive directly — no CSV export, no column renaming, no pagination gymnastics.
List all open Pipedrive deals and write deal title, stage, value, owner name, and expected close date into this sheet, one deal per row, sorted by close date ascending.
What You Get
- Every open deal pulled in one pass — no pagination limit
- Deal title, stage name (not stage ID), owner display name, value, and expected close date in readable format
- Rows sorted by close date ascending so the nearest deadlines appear first
- Any deal that returns a null owner (unassigned) surfaces with a blank in that column rather than an error
What If the Data Is Not Quite Ready
You only need deals from one specific pipeline
Fetch all open Pipedrive deals in the Enterprise pipeline and write deal title, current stage, weighted value, owner name, and expected close date into this sheet, sorted by close date ascending.
You want both open and won deals from the last quarter
Pull all Pipedrive deals with status open or won that have an expected_close_date between January 1 and March 31 2025. Write deal title, status, stage, value, owner, and close date into this sheet.
You need a per-stage summary instead of individual rows
Fetch all open Pipedrive deals, group them by stage name, and for each stage write the stage name, deal count, and total value into a new tab called Stage Summary. Sort by total value descending.
You need the deal data, a stage rollup, and top 10 by value in one operation
List all open Pipedrive deals and write the raw rows into this sheet starting at row 2. Then write a stage summary table below the raw data with stage name, count, and total value. Then write a separate section below that with the top 10 deals by value, showing deal title, owner, and close date. Label each section with a bold header in the leftmost cell.
The pattern: ask for cleanup, aggregation, and the output shape all in one prompt rather than building formulas on top of a raw export.
Try It
Open a Google Sheet, Get the 7-day free trial of SheetXAI, and ask it to pull your open Pipedrive deals into a formatted table. Then check the spoke on pulling overdue activities if you need a rep accountability view alongside the pipeline snapshot.