SheetCrew for Pipedrive: user guide

1. Open a Google Sheet and install SheetCrew for Pipedrive from Extensions → Add-ons → Get add-ons. During early access we install it for you.
2. Open Extensions → SheetCrew for Pipedrive and choose Connect. The first time, Google asks you to allow it to edit the current spreadsheet. It can only see the spreadsheet you are in.
3. Create your free SheetCrew account when asked. If you already use another SheetCrew add-on, you are signed in already.
4. Paste your Company domain and API token. You find it in Pipedrive under Profile picture → Personal preferences → API.

Merge duplicate people or organizations

1. Choose Load people (or Load organizations). Custom fields get their own columns.
2. Choose Find duplicates… and say which columns must match. Separate rules with commas and join columns with + when all must match, for example Email, Phone, Name+Organization. Emails ignore case and phones ignore formatting.
3. Duplicates are ticked, and Merge into points at the oldest record of each group, which keeps its values when both have one. Untick rows to keep them apart, or type a different ID in Merge into.
4. Choose Merge checked and type MERGE. Pipedrive moves deals, activities, notes and emails to the kept record.

Bulk edit lead custom fields

1. Choose Load leads. Each lead's title and custom fields appear as text.
2. Edit cells as you like: paste, fill down, find and replace. For option fields, type the option's name; for multi-option fields, separate names with commas.
3. Choose Save lead changes. Only cells that changed are sent. Values Pipedrive rejects are reported on their row, so you can fix them and save again.

Reschedule, edit or delete activities in bulk

1. Choose Load activities… and pick overdue only, all open, or open and done.
2. Edit Subject, Type, Due date (yyyy-mm-dd), Due time (HH:MM), Owner (a user's name) or Done (Yes/No) on any row.
3. To move many at once, tick them and choose Reschedule selected…. Type +1 or -2 for calendar days, 3w for working days (weekends skipped), today, or a date such as 2026-11-03. This changes the sheet only.
4. Choose Save activity changes to send every edited cell to Pipedrive.
5. To remove activities, tick them and choose Delete selected activities, then type DELETE.