How to log Pipedrive deal wins to Google Sheets

As a business owner, managing your sales process can be pretty overwhelming, especially regarding manual sales processes. It can be time-consuming, inefficient, and even prone to errors. But with Relay, you can capture and automatically log every Pipedrive deal won into a Google Sheets row, saving you time and effort. To help you streamline sales data tracking, we have put together a simple guide that walks you through setting up a playbook in just four easy steps. Let's work together to simplify your sales process and help you achieve your business goals.
Pipedrive logoPipedrive > Google Sheets
Last triggered
Pipedrive logoDeal won
Google Sheets logoAdd row to sheet

Set the Pipedrive trigger as “Deal won”

To ensure that your playbook's actions are initiated before a deal is won, you need to add the Pipedrive trigger.

To add the trigger, go to your playbook and click "Add trigger." Then, select the "Deal won" trigger option from the dropdown menu under Pipedrive. This will allow your playbook to identify newly won deals and trigger the necessary actions automatically.

If you haven't connected your Pipedrive account to Relay yet, a prompt will guide you through the connection process.


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

Integrate the Google Sheets automation to instantly add rows from newly won 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.


Activate your playbook

Activating your playbook is the last step in your process. Once you turn it on, the playbook automatically logs Pipedrive deal wins 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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