In this how-to guide

How to automatically create new Google Sheets for new projects in Pipedrive
1. Create your playbook and set the Pipedrive trigger as "Project added"
2. Add the "Copy & fill in {{placeholders}}" in Google Sheets automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Sheets
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How to automatically create new Google Sheets for new projects in Pipedrive

How to automatically create new Google Sheets for new projects in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Sheets, and many other apps. In this guide, we'll show you how to automatically run the “copy & fill in {{placeholders}}” action in Google Sheets for each project added in Pipedrive using Relay.app.

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Pipedrive > Google Sheets

Trigger

Last triggered

Project added

Copy & fill in {{placeholders}}

1

Create your playbook and set the Pipedrive trigger as "Project added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select details like board. This will allow your playbook to automatically detect the new project added in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Copy & fill in {{placeholders}}" in Google Sheets automation

Integrate the Google Sheets automation into your playbook to ensure the specific Google Sheets is promptly copied and replaced with Pipedrive's new project details.

Click the "Add step" button, then locate the "Copy & fill in {{placeholders}}" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate copying the specific Google Sheets and replacing its details. Once turned on, it will respond to each new project added in Pipedrive by creating a copy of the specific Google Sheets and replacing its details with the new project without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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