In this how-to guide
- How to log Pipedrive deal wins to Google Sheets
- 1. Set the Pipedrive trigger as “Deal won”
- 2. Add the “Add row to sheet” automation in Google Sheets
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Google Sheets
- Related blog posts
- More how-to guides featuring Pipedrive and Google Sheets
How to log Pipedrive deal wins to Google Sheets
Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Sheets, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Sheets “Add row to sheet” action for each Pipedrive “Deal won” event.
Pipedrive > Google SheetsTrigger
Last triggered
Deal won
Add row to sheet1
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.
2
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.
3
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.
Log new Pipedrive deal closures in Google Sheets
Are you tired of the CRM grind slowing you down? We feel you. Manually logging every closed deal from Pipedrive into Google Sheets can feel like wrestling with paperwork in the digital age – time-consuming and not exactly a party. But guess what? We have the ultimate solution to make your CRM game more vital. With Relay, you can expand your CRM capabilities by automatically logging every closed deal from Pipedrive into your Google Sheets spreadsheet. You can say goodbye to manual data entry in four easy steps forever.
Automatically add rows in Google Sheets for every update of a Pipedrive person
Are you tired of spending hours manually transferring your contacts from Pipedrive to Google Sheets? Do you ever worry that you might have missed something important or that your spreadsheets must be updated? You're not alone! Moving data from one platform to another can be time-consuming and prone to errors. However, with Relay, you can keep your Google Sheets rows updated in real-time by automatically adjusting them whenever a person's details are updated in Pipedrive. In this guide, we will walk you through four simple steps to set up this integration. Let's get started.
Track new Pipedrive deals in Google Sheets
Managing company records can be challenging, especially if you're doing it manually. It can be time-consuming, overwhelming, and frustrating. However, setting up automation can make your life easier. With Relay, you can automate the process by linking your Google Sheets spreadsheet with your Pipedrive account. Whenever you create a new deal in Pipedrive, it automatically adds a row to your selected Google Sheets spreadsheet. This way, you can accurately track and manage deal information with ease. Now, let us walk you through these four easy steps in setting up this integration.
Automatically add a new project in Pipedrive for a newly added row in Google Sheets
Curious about automating the process of adding new projects in Pipedrive whenever a row is added in Google Sheets? Look no further than Relay.app, your automation solution for seamless integration.
With Relay.app's integration between Google Sheets and Pipedrive, you can effortlessly ensure that each newly added row in Google Sheets triggers the automatic creation of a new project in Pipedrive.
In this guide, we'll walk you through the simple steps to configure Relay.app to automatically add a new project in Pipedrive for every newly added row in Google Sheets, empowering you to streamline your project management effortlessly.
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.
Automatically sync Pipedrive leads to Google Sheets in real time
Manual data entry is often subject to human errors, thereby resulting in delays and oversights when updating the spreadsheet with the latest lead information. The manual approach not only consumes valuable time but also increases the risk of inconsistencies and inaccuracies, potentially leading to missed opportunities or the mishandling of critical lead details. Additionally, it may contribute to a disjointed and less organized lead management process, hindering the team's ability to promptly and effectively engage with new leads. With Relay, you can easily sync new leads from Pipedrive with your Google Sheets in real-time, ensuring up-to-date tracking and organization of lead information. In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!
Automatically log lost Pipedrive deals to Google Sheets
Have you ever found yourself in a situation where you put in all your efforts to secure a deal, but it slipped away unexpectedly? With Relay application, we can help you turn your lost deals into stepping stones for your success. You can keep track of lost deals by logging them in a Google Sheets document automatically whenever a deal is marked as lost in Pipedrive in just four easy steps. Let's get started!
Automatically sync new Pipedrive contacts to Google Sheets
Transferring data from one platform to another can be a time-consuming and energy-draining task. But with Relay, you can save time and energy and focus on growing your business. This platform allows you to store all your Pipedrive contacts in one place, like Google Sheets, making it easy to organize and manage them according to your preferences. In this guide, we’ll show you how to set this integration up in four easy steps.
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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