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Pipedrive + Google Docs Integrations

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Connect Pipedrive to Google Docs
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Pipedrive + your other apps
Google Docs + your other apps
Related blog posts
FAQ

Pipedrive + Google Docs integrations

Pipedrive > Google Docs

Trigger

Last triggered

Deal stage changed

Copy document

Overview

Connect Pipedrive to Google Docs in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Google Docs, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and Google Docs, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Pipedrive and Google Docs integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use any of these Google Docs actions in your Relay.app workflows.

Preview of Add any Google Docs action to your workflow.

Preview of Use Relay.app's Google Docs integration to trigger actions across your apps

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use any of these Google Docs actions in your Relay.app workflows.

Add any Google Docs action to your workflow.

Use Relay.app's Google Docs integration to trigger actions across your apps

Example Pipedrive + Google Docs workflows

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Automatically copy document in Google Docs for each deal stage changed in Pipedrive

Try it

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Add activity to deal automatically in Pipedrive for each document added to folder in Google Docs

Try it

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Share document automatically in Google Docs for each deal closed in Pipedrive

Try it

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Copy doc & fill in {{placeholders}} automatically in Google Docs for each deal won in Pipedrive

Try it

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Automatically export document in Google Docs for each deal lost in Pipedrive

Try it

Inspirational workflows

Visit the template gallery ➔

Custom Slack bot

Automatically respond to Slack messages with AI-powered answers based on company policy documents.

Article Summarizer

Action item extractor

Automatic Resume Parsing

Calendly Discovery to CRM Process

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

Google Docs Actions

Document

data_object

Copy doc & fill in {{placeholders}}

file_copy

Copy document

add

Create document

download

Export document

Find document(s)

Import file as document

Share document

post_add

Write to document

Google Docs Triggers

Document

place_item

Document added to folder

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Google Docs integration

Select a trigger in Pipedrive

Select an action in Google Docs

Create your workflow

Or automate Google Docs + Pipedrive

Select a trigger in Google Docs

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

Or connect Google Docs to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to Google Docs with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Google Docs to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and Google Docs to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to Google Docs?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Google Docs that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Google Docs—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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