Guide

How to automatically transfer updated Pipedrive deals to Google Sheets

Do you ever feel like you're trapped in a cycle of making manual updates and spending an excessive amount of time inputting Pipedrive deals into Google Sheets? We've all been there – the constant battle against time, the risk of errors creeping in. But don't worry, we've got you covered! With Relay, you can easily keep your Google Sheets up-to-date by syncing changes from your Pipedrive deals. This will help you keep track of your sales progress and ensure that your data is always accurate and timely. In this guide, we’ll show you how to set this integration up in four easy steps, so you'll no longer have to deal with the chaos of manual work again.
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1

Create your Relay playbook

To start coordinating between Pipedrive and Google Sheets for your workflow, you need to set up certain steps.

Firstly, sign up for Relay and visit your dashboard. Click the "New playbook" button to start creating a playbook.

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

2

Set the Pipedrive trigger as “Deal updated”

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

To do this, click "Add trigger" in your playbook. Select the "Deal updated" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly updated 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 Google Sheets "Update row" automation

Integrate the Google Sheets automation into your playbook to ensure prompt updates for every deal in a particular row.

To add a step to your playbook, select "Add Step" and look for the "Get row" automation. Then, choose the table and sheet you want to work with; for example, let's say you want to work with the "Deals" table. Once you've chosen the table and sheet, you must select an identifier in the "Add filter" from your sheet data to match the Pipedrive data. In this example, the identifier is "Pipeline".

Afterward, add another step to your playbook by selecting "Update row." Next, click on relevant fields that you want to update and fill in the necessary details such as add time, close time, currency, pipeline, and Status

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 update rows through your Google Sheets account.

4

Activate your playbook

Activating your playbook is the last step to updating a row for your updated deals record from Pipedrive to Google Sheets. Once you turn it on, the playbook automatically syncs updated Pipedrive deals 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.

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