Guide

How to automatically log lost Pipedrive deals to Google Sheets

Have you ever found yourself in a situation where you put in all your efforts to secure a deal, but it slipped away unexpectedly? With Relay application, we can help you turn your lost deals into stepping stones for your success. You can keep track of lost deals by logging them in a Google Sheets document automatically whenever a deal is marked as lost in Pipedrive in just four easy steps. Let's get started!
Pipedrive logoGoogle Sheets logo
1

Create your Relay playbook

To begin coordinating between Pipedrive and Google Sheets for your workflow, you need to follow some steps.

To get started, sign up for Relay and go to your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Log lost Pipedrive deals to Google Sheets," and choose a relevant emoji such as ✍🏻 to help you quickly identify it.

2

Set the Pipedrive trigger as “Deal lost”

Add the Pipedrive trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Deal lost" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly lost deals and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

3

Add the “Add row to sheet” automation in Google Sheets

Integrate the Google Sheets automation to instantly add rows from new lost Pipedrive deals.

Select "Add Step" and search for the "Add row to sheet" automation. Then, choose the table and sheet where you want to add the row - let's say it's the "Deals" table. Once you've selected the table, click on all the relevant fields and fill in the necessary details, such as the Add time, Close time, Currency, Expected close date, Organization, Person, Pipeline, Probability, Stage, Status, Title, and Value.

If you still need to connect your Google Sheets account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to add rows through your Google Sheets account.

4

Activate your playbook

Activating your playbook is the last step to add a row for your lost deals' record from Pipedrive to Google Sheets without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today