Kütüphane / Raporlar, Analitik ve Panolar
Raporlar, Analitik ve Panolar
Pipedrive yönlendirme hunisini haftalık olarak Google Sheets'e ve Slack ya da Discord'a raporla
Her Pazartesi açık Pipedrive fırsatlarını, aktivitelerini ve özel alanlarını okur, yönlendirme hunisi aşamalarını hesaplar ve haftalık paneli bir özetle birlikte Google Sheets'e ve Slack ya da Discord'a yazar.
Ne yapar
## Report a referral pipeline funnel from Pipedrive to Google Sheets Who's it for Managers running a referral or business-development pipeline in Pipedrive who need a weekly dashboard that Pipedrive Insights cannot produce, because the numbers that matter span deals, activities and custom fields at once. How it works Every Monday it reads the open pipeline, its activities and its field definitions, passes them through the same coverage rule its companion workflow enforces, and computes the funnel: outreach -> conversation -> meeting -> partner -> referrals -> pre-screen -> screened Four tabs are written to a Google Sheet a manager can open: the dashboard row, the coverage gaps, a breakdown by rep and a breakdown by practice. Every recruitment number comes from a named custom field; when that field is not wired up the cell reads not captured, never 0 — a zero means nobody referred, a blank means nobody configured it, and those lead to different meetings. The same digest is posted to Slack or Discord. How to set up 1. Open config and set RESULT_FIELDS to your Pipedrive custom-field keys and REPORT_WINDOW_DAYS to your reporting period. 2. Add your Pipedrive API token and a Google Sheet id. 3. Run it once with the demo pipeline before connecting anything — it writes nothing. Requirements A Pipedrive account with API access and a Google Sheet with four tabs. The report webhook is optional; blank means that branch is skipped. How to customize The funnel stages and the field map are in config. To add a tab, follow the rows for ... -> [cred] Sheets - write ... pair — each one is independent.
Adımlar
- Run it now
- Every Monday, 08:00
- config
- Pipedrive configured?
- [cred] Pipedrive - open deals
- [cred] Pipedrive - activities
- [cred] Pipedrive - deal fields
- read the pipeline
- STOP: demo pipeline
- one pipeline
- check the PHI boundary
- check every deal for a next activity
- compute the KPIs
- writing the dashboard?
Toplam 29 adım.
Benzer otomasyonlar
Potansiyel Müşteri Yaratma ve ZenginleştirmeYeni Pipedrive Kuruluşlarını GPT-4o ile Zenginleştirme7 adımPotansiyel Müşteri Yaratma ve ZenginleştirmeYeni Pipedrive Kuruluşlarını GPT-4o ile Zenginleştirme7 adımMCP Sunucuları ve AraçlarıGemini ve MCP ile Pipedrive CRM'i Sohbetle Yönetme25 adımCRM ve Satış HattıStripe ve Pipedrive Olaylarını Kontrol Edin ve Anlaşmaları Koşullu Olarak Güncelleyin7 adım