Automate your Pipedrive & Google Docs workflows

Relay is the perfect integration tool for combining the power of Google Docs and Pipedrive. With Relay, you can streamline your workflows and automate tasks between these two popular apps, saving you valuable time and effort. Whether you need to create customized documents or update your CRM with important information, Relay has you covered. Here are some use cases that showcase how you can leverage Relay to enhance collaboration and efficiency between Google Docs and Pipedrive, as well as other SaaS products:

Streamlined Sales Proposals

With Relay, you can easily generate personalized sales proposals using information from Pipedrive. Simply create a template in Google Docs and use Relay's AI Autofill feature to populate the document with relevant details from your Pipedrive leads, such as company name, contact information, and deal value. This automation ensures consistency and accuracy in your proposals, while saving you time and effort.

Automated Document Approval

Relay allows you to automate the approval process for documents created in Google Docs. You can set up a workflow that requires team members to review and approve documents before they are sent to clients. Relay's double check automations feature enables human verification of the input fields, allowing you to ensure the accuracy and quality of the documents. This avoids potential mistakes or discrepancies that could harm your business reputation.

Seamless Task Management

By integrating Google Docs and Pipedrive with Relay, you can create a seamless workflow for task management. For example, you can set up a workflow that automatically creates a task in Pipedrive whenever a document is created or edited in Google Docs. This ensures that all relevant team members are notified and can take the necessary actions in Pipedrive without manually tracking each document update.

Give Relay a try for free and experience the power of streamlined workflows and seamless collaboration between Google Docs, Pipedrive, and other SaaS products. Start automating your processes today!