{"product_id":"pipedrive-referral-funnel-dashboard-to-google-sheets-n8n","title":"Pipedrive Referral Funnel Dashboard to Google Sheets (n8n)","description":"\u003ch3\u003eTurn your Pipedrive referrals into a weekly Google Sheets management dashboard (with Slack\/Discord alerts)\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow pulls open deals and recent activities from \u003cstrong\u003ePipedrive\u003c\/strong\u003e every week, calculates referral-funnel coverage and key KPIs, then writes a multi-tab \u003cstrong\u003emanagement dashboard\u003c\/strong\u003e to \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e. Optionally, it posts a summary to \u003cstrong\u003eSlack\/Discord\u003c\/strong\u003e via an incoming webhook.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns weekly (Monday 08:00)\u003c\/strong\u003e or can be triggered manually, loading your reporting settings such as stage definitions, KPI mappings, and output destinations.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePulls data from the Pipedrive API\u003c\/strong\u003e: open deals, recent activities, and deal field definitions. If Pipedrive isn’t configured, it can generate a deterministic demo pipeline.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePerforms PHI protection checks\u003c\/strong\u003e: it compares deal field names against a PHI keyword blocklist and can stop the run if configured to read fields resembling patient clinical data.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eBuilds coverage and gap flags\u003c\/strong\u003e by evaluating each open deal for a valid upcoming “next activity” within your configured time horizon, identifying \u003cem\u003euncovered\u003c\/em\u003e, \u003cem\u003eparked\u003c\/em\u003e, \u003cem\u003eoverdue\u003c\/em\u003e, and \u003cem\u003estalled\u003c\/em\u003e deals.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAggregates weekly funnel KPIs\u003c\/strong\u003e across deals and activities, including breakdowns by \u003cstrong\u003erep\u003c\/strong\u003e and \u003cstrong\u003epractice\u003c\/strong\u003e. Missing result fields are written as \u003cstrong\u003e“not captured”\u003c\/strong\u003e (not zero).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWrites results to Google Sheets\u003c\/strong\u003e: appends a dashboard row and fills the gaps\/by-rep\/by-practice tables into their respective tabs (when a Sheet ID is provided).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates a management digest\u003c\/strong\u003e and posts it to \u003cstrong\u003eSlack\/Discord\u003c\/strong\u003e via an incoming webhook if configured.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eWeekly referral pipeline review for SaaS operators managing coverage, next steps, and deal aging.\u003c\/li\u003e\n  \u003cli\u003eOperations reporting that highlights reps\/practices with stalled or uncovered referral stages.\u003c\/li\u003e\n  \u003cli\u003eAutomated funnel KPI tracking using existing Pipedrive deal fields—without manual spreadsheet updates.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations\u003c\/strong\u003e: Pipedrive API, Google Sheets, Slack\/Discord (incoming webhook).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/logic\u003c\/strong\u003e: if, code, no op, merge, sticky note, HTTP Request.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46232374313139,"sku":"N8N-21073","price":63.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/bKKOKTFn-NPxl6GUkMDqY_mhWkYWld.png?v=1792141442","url":"https:\/\/buyflowscripts.com\/products\/pipedrive-referral-funnel-dashboard-to-google-sheets-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}