Build a live sales pipeline tracker in Google Sheets that updates automatically every time a deal moves, is created, or closes — connected directly to your CRM via webhooks. No manual entry, no stale data.
What you'll build: A Google Sheet with a Raw Data tab receiving live CRM events and a Dashboard tab with pipeline-by-stage charts, win rate, and revenue-by-rep — all updating automatically. Setup takes under 10 minutes.
Your CRM is the authoritative source for deal data, but getting that data to the right people in the right format requires flexibility that most CRM reporting tools don't offer. Google Sheets fills that gap.
With a live Google Sheets pipeline tracker you can share a view-only link with anyone — no CRM seat required. You can apply any formula, build any chart, and combine pipeline data with data from other sources like marketing spend or finance. And when connected via Autometon webhooks, the data is never stale — it updates the moment something changes in your CRM.
Use a two-tab structure. The Raw Data tab receives one row per CRM event. The Dashboard tab uses formulas to aggregate and visualize.
Raw Data tab columns:
Keep this tab clean — no formulas, no formatting. It's the data layer only. Everything visual goes on Dashboard.
Log in to Autometon, click New Pipeline, select your CRM. Copy the webhook URL.
In HubSpot: Settings → Integrations → Webhooks. In Salesforce: Workflow Rules → Outbound Messages. In Pipedrive: Tools → Webhooks. Paste the Autometon URL and select deal events to track.
Update a test deal in your CRM. Autometon receives it and auto-detects all field names from the payload.
Drag CRM fields to your Raw Data column headers. Autometon's AI suggests the right match. Confirm and activate.
Share your Google Sheet with Autometon's service account email. Click Activate. Pipeline data now flows in real time.
On your Dashboard tab, create a row for each pipeline stage with a SUMIF formula:
=SUMIF('Raw Data'!D:D,"Proposal Sent",'Raw Data'!E:E)
Repeat for each stage. Select the range and insert a bar chart — this is your pipeline funnel. It recalculates every time a new row arrives.
=COUNTIF('Raw Data'!B:B,"deal.won") / (COUNTIF('Raw Data'!B:B,"deal.won") + COUNTIF('Raw Data'!B:B,"deal.lost"))
Format as percentage. Shows current win rate across all closed deals.
Use a pivot table: Insert → Pivot Table → Raw Data range. Rows = Owner. Values = Deal Value (Sum). Filter by Event Type = deal.won. This shows closed revenue per rep, updating automatically.
Add a =MONTH(A2) helper column (hide it if preferred). Pivot by month to chart revenue trend. Compare current month vs previous to spot acceleration or slowdown.
=AVERAGEIF('Raw Data'!B:B,"deal.won",'Raw Data'!E:E)
| CRM | Deal name field | Stage field | Value field | Owner field |
|---|---|---|---|---|
| HubSpot | properties.dealname | properties.dealstage | properties.amount | properties.hubspot_owner_id |
| Salesforce | Name | StageName | Amount | Owner.Name |
| Pipedrive | current.title | current.stage_id | current.value | current.user_id.name |
| Zoho CRM | Deal_Name | Stage | Amount | Owner |
| Close | lead_name | status_label | value | assigned_to_name |
Autometon auto-detects these from the webhook payload when you send a test event — you don't need to look them up manually.
Connect your CRM to Google Sheets in under 5 minutes. Real-time, no code, no exports.
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