In this how-to guide
- How to create Google Drive folders for new Pipedrive deal stages
- 1. Set the Pipedrive trigger as “Deal stage changed”
- 2. Add the “Create folder” in Google Drive
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Google Drive
- Related blog posts
- More how-to guides featuring Pipedrive and Google Drive
How to create Google Drive folders for new Pipedrive deal stages
Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Drive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Drive “Create folder” action for each Pipedrive “Deal stage changed” event.
Pipedrive > Google DriveTrigger
Last triggered
Deal stage changed
Create folder1
Set the Pipedrive trigger as “Deal stage changed”
Add the Pipedrive trigger to initiate your playbook's actions before the deal stage changes.
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 changed deal stages 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.
2
Add the “Create folder” in Google Drive
Integrate the Google Drive automation to instantly create folders from new Pipedrive deal stage changes.
Select "Add Step" and search for the "Create folder" automation. Fill in the necessary details, such as the Folder title and Parent folder.
If you still need to connect your Google Drive account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create a folder through your Google Drive account.
3
Activate your playbook
Activating your playbook is the final. Once turned on, it will respond to create Google Drive folders for new Pipedrive deal stages 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.
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Streamlining the sales documentation process can be a significant challenge for sales teams. The tedious and repetitive task of manually creating Google Drive folders for every new deal added in Pipedrive can take away valuable time that could be spent on more strategic aspects of deal management. Inconsistencies in folder structures, naming conventions, and potential oversights can also arise, impacting the overall organization and accessibility of critical documents. Adopting an automated solution like Relay can revolutionize your sales documentation process, making it more efficient, streamlined, and hassle-free. With Relay, every new deal in Pipedrive triggers an automated process that seamlessly generates dedicated Google Drive folders. This mitigates the risk of errors and ensures that sales teams can focus on what truly matters – closing deals and driving success. This guide will show you how to set up this integration in four easy steps. Leap and embrace the power of automation with Relay today.
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Automatically create Google Drive folders for updated Pipedrive deals
As a business owner, you strive to be efficient and organized, but manually creating Google Drive folders when updating Pipedrive deals can slow down your progress. It's time-consuming and increases the risk of errors and inconsistencies in organizing essential documents. With each update, the challenge of ensuring that papers are always in the right place becomes evident, leading to potential delays in accessing crucial information. But imagine a world where your documents automatically find their way to the right place, and your team can access crucial information with a click. That's where Relay comes in. It guarantees a stress-free and streamlined file management process, allowing you to focus on your core business goals. With Relay, you can be confident that your documents are always in their designated spots and eliminate the need for manual shuffling. In this guide, we'll show you how to set this integration up in four easy steps. Let's embrace this automated solution and usher in a stress-free, streamlined file management era.
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Finding it challenging to keep your Google Drive folders organized alongside your Pipedrive activities? Let Relay.app streamline the process for you seamlessly.
With Relay.app's integration between Google Drive and Pipedrive, sharing a specific Google Drive folder for each newly added activity in Pipedrive becomes effortless.
Here's how it works: Whenever a new activity is added in Pipedrive, Relay.app automatically shares the corresponding Google Drive folder with the relevant stakeholders. This automation not only saves you time but also ensures that your team has access to the necessary documents to complete their tasks effectively.
In this guide, we'll walk you through setting up Relay.app to automate the folder sharing process, empowering you to focus on your core business activities while keeping your data organized across platforms.
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