In this how-to guide

How to organize closed Pipedrive deals in Google Drive with auto-generated folders
1. Set the Pipedrive trigger as “Deal closed”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
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How to organize closed Pipedrive deals in Google Drive with auto-generated folders

How to organize closed Pipedrive deals in Google Drive with auto-generated folders

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 automatically run the “create folder” action in Google Drive for each deal closed in Pipedrive using Relay.app.

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Pipedrive > Google Drive

Trigger

Last triggered

Deal closed

Create folder

1

Set the Pipedrive trigger as “Deal closed”

Add the Pipedrive trigger to initiate your playbook's actions before closing a deal.

To do this, click "Add trigger" in your playbook. Select the "Deal closed" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly closed 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.

2

Add the “Create folder” in Google Drive

Integrate the Google Drive automation to instantly create folders from new Pipedrive closed deals.

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 step. Once turned on, it will respond to organize closed deals in Google Drive with Auto-generated folders 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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