How our partner, Axis Consulting, automated reporting for a massive ecosystem of 50,000+ partners, eliminating manual data errors

The client faced frequent delays in affiliate performance reporting. Reports were often outdated or inconsistent due to manual intervention, and it created operational friction — affiliate partners couldn’t access updated data timely, which led to an increased number of inquiries and decreased partner satisfaction. Because of this, the internal team couldn't make real-time decisions about campaign and partner performance. They needed a tool for seamless integration between Pipedrive and Google Sheets to get real-time synchronization of CRM data into dynamic and shareable dashboards.

Axis Consulting considered various ETL tools, but other solutions lacked reliability for large-scale, high-frequency data refreshes. Coupler.io provided enterprise-level automation capabilities with minimal setup and no maintenance needed, standing out for its intuitive interface, native integrations with both Pipedrive and Google Sheets, and the ability to schedule automated data refreshes without any engineering resources. The combination of simplicity, reliability, and flexibility convinced both AXIS Consulting and the client to move forward with Coupler.io.

Within a week, the team at AXIS Consulting configured and tested automated data flows from Pipedrive to Google Sheets. They worked closely with the clients’ internal analytics and partner teams to map required fields, set up data refresh schedules, and validate the outputs. The entire project — from initial configuration to go-live — was completed in under two weeks.

With Coupler.io, the team managed to automate the end-to-end process of syncing deal, partner, and performance data from Pipedrive into live Google Sheets dashboards. This eliminated the need for manual exports and significantly reduced data discrepancies. The client now has always up-to-date affiliate performance data accessible in real time by all stakeholders. It also allowed partners to self-serve their performance metrics, dramatically reducing inbound reporting requests.

Now, the team has several automatically updated Google Sheets dashboards, which provide the following metrics:

• Affiliate and deal performance metrics

• Conversion tracking

• Payout summaries and partner leaderboards

• Real-time campaign insights for both internal teams and partners

With these reports, marketing, operations, and partner management teams monitor KPIs and performance without any manual intervention.