The Scenario
You're the CRM administrator and you're about to run a bulk deal import for the sales team. The sales reps have filled out a Google Sheet with their qualified opportunities, and the Stage column uses names they typed in themselves — a mix of abbreviations, old stage names, and a few they made up. Before you can import anything, you need a reference list of the actual Pipeline CRM stage IDs and names so you can build a lookup that maps each rep's entry to the correct CRM value.
The bad version:
- You log into Pipeline CRM, navigate to the pipeline settings, and find the stages listed in the UI.
- You start copying stage names into a Google Sheet one at a time.
- You realize you also need the stage IDs — which aren't visible in the settings UI, only in the API.
- You open the developer documentation, find the endpoint, make a manual API call, parse the JSON, and copy the IDs into your sheet.
- By the time the reference sheet is ready, you've spent an hour on something that should have taken two minutes.
The import is blocked while you build a tool to run the import.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It can pull the full Pipeline CRM stage list — including stage IDs, names, and positions — directly into the sheet in one call. No API documentation, no JSON parsing.
List all deal stages from Pipeline CRM and write the stage ID, name, and position into columns A, B, and C of this sheet
What You Get
- Every configured Pipeline CRM deal stage written into the active sheet, one row per stage, with stage ID in column A, stage name in column B, and position in column C.
- Stage IDs are the internal Pipeline CRM IDs ready to use as lookup values when building a deal import.
- Stages are listed in the order they appear in the pipeline, matching what reps see in the CRM UI.
What If the Data Is Not Quite Ready
I need to match rep-entered stage names to the correct CRM IDs
List all Pipeline CRM stages and write stage ID and name into columns A and B. Then in columns D and E, look up each value in the Stage column of the Q3 Deals sheet and write the matched stage ID next to each row — flag unmatched entries as "no match."
I want to see only the stages that are active in the pipeline
Fetch all active Pipeline CRM deal stages and write their stage ID, name, and position into this sheet — exclude any archived or disabled stages
I need the stages formatted as a dropdown validation list
Pull all Pipeline CRM stage names and write them into column A of the Stage Reference sheet, one name per row, in pipeline order — I'll use this column as a data validation source
Full stage reference with rep mapping in one shot
List all Pipeline CRM stages and write stage ID and name into columns A and B of the Stage Reference sheet. Then on the Q3 Deals sheet, add a column E that looks up each value in column C (rep-entered stage names) against the Stage Reference sheet and writes the matched stage ID — flag rows with no match as "unmapped."
One prompt builds the reference sheet and runs the lookup.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet before your next bulk deal import, then ask it to pull all Pipeline CRM stage names and IDs so you have a clean reference for field mapping. See also: bulk-creating deals from a spreadsheet and auditing user access before a security review.