Pipedrive Referral Funnel Dashboard to Google Sheets (n8n)

Turn your Pipedrive referrals into a weekly Google Sheets management dashboard (with Slack/Discord alerts)

This n8n workflow pulls open deals and recent activities from Pipedrive every week, calculates referral-funnel coverage and key KPIs, then writes a multi-tab management dashboard to Google Sheets. Optionally, it posts a summary to Slack/Discord via an incoming webhook.

What this workflow does

• Runs weekly (Monday 08:00) or can be triggered manually, loading your reporting settings such as stage definitions, KPI mappings, and output destinations.
• Pulls data from the Pipedrive API: open deals, recent activities, and deal field definitions. If Pipedrive isn’t configured, it can generate a deterministic demo pipeline.
• Performs PHI protection checks: it compares deal field names against a PHI keyword blocklist and can stop the run if configured to read fields resembling patient clinical data.
• Builds coverage and gap flags by evaluating each open deal for a valid upcoming “next activity” within your configured time horizon, identifying uncovered, parked, overdue, and stalled deals.
• Aggregates weekly funnel KPIs across deals and activities, including breakdowns by rep and practice. Missing result fields are written as “not captured” (not zero).
• Writes results to Google Sheets: appends a dashboard row and fills the gaps/by-rep/by-practice tables into their respective tabs (when a Sheet ID is provided).
• Creates a management digest and posts it to Slack/Discord via an incoming webhook if configured.

Use cases

• Weekly referral pipeline review for SaaS operators managing coverage, next steps, and deal aging.
• Operations reporting that highlights reps/practices with stalled or uncovered referral stages.
• Automated funnel KPI tracking using existing Pipedrive deal fields—without manual spreadsheet updates.

Technical details

• Integrations: Pipedrive API, Google Sheets, Slack/Discord (incoming webhook).
• n8n nodes/logic: if, code, no op, merge, sticky note, HTTP Request.