Guide

How to create Google Drive folders for updated Pipedrive organizations

Are you tired of constantly juggling between Google Drive and Pipedrive to create folders for each organization update? It can be such a headache, right? And let's face it, it's easy to make mistakes like misnaming folders or misplacing documents when you're doing it all manually. But don't worry, we've got you covered! Meet Relay.app – your assistant that will help you automate and organize all your Pipedrive updates in a snap. With Relay.app, every time you update an organization in Pipedrive, it automatically creates a dedicated Google Drive folder. Say goodbye to the hassle of creating folders manually, and hello to a world of effortless organization! Now, you can focus on your work and let Relay.app does the heavy lifting. No more searching through scattered files or worrying about losing important documents in digital clutter. Are you ready? Follow these four easy steps to set up this integration. Let's get started!
Pipedrive logoGoogle Drive logo
1

Create your Relay.app playbook

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

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

Give your playbook a unique name like "Create Google Drive folders for updated Pipedrive organizations" and choose a relevant emoji 📥, to help you quickly identify it.

2

Set the Pipedrive trigger as “Organization updated”

Add the Pipedrive trigger to initiate your playbook's actions before updating an organization.

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

If you still need to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Create folder” in Google Drive

Integrate the Google Drive automation to instantly create folders from newly updated Pipedrive organizations.

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.

4

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically creates Google Drive folders for updated Pipedrive organizations 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.

Get started with Relay.app

Sign up now and get started with your playbook today