Guide

How to automatically update Google Sheets when a Pipedrive deal stage changes

Keeping track of your deal progress in Pipedrive by manually inputting deal stage status in Google Sheets can be challenging. It might require a lot of effort and attention to detail, and sometimes, there might be discrepancies that can cause delays in assessing your deal progress and make accurate decision-making difficult. With Relay, you can update your Google Sheets in real-time by automating row updates each time a deal stage in Pipedrive changes. In this guide, we’ll show you how to set this integration up in four easy steps so you can have a dynamic and accurate reflection of the current status of deals.
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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 "Update Google Sheets when a Pipedrive deal stage changes" and choose a relevant emoji ✍🏻, to help you quickly identify it.

2

Set the Pipedrive trigger as “Deal stage changed”

Add the Pipedrive trigger to initiate your playbook's actions before changing the deal stage.

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

Integrate the Google Sheets automation into your playbook to ensure prompt updates for every deals stage change 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 "Deal stage changes" 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 all the relevant fields and fill in the necessary details such as the Add time, Currency, Expected close date, Organization, Person, Pipeline, 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 update rows through your Google Sheets account.

4

Activate your playbook

Activating your playbook is the final step to updating a record of your deals' stage changes from Pipedrive to Google Sheets without the need for any manual intervention.

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

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