Guide

How to 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.
Pipedrive logoPipedrive > Google Sheets
Trigger
Last triggered
Pipedrive logoDeal added
Google Sheets logoAdd row to sheet
1

Set the Pipedrive trigger as “Deal added”

Add the Pipedrive trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Deal added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added 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 “Add row to sheets ” automation in Google Sheets

Integrate the Google Sheets automation to instantly add rows from new 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 automation process. Once you turn it on, the playbook automatically tracks new Pipedrive deals in 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.

Google Sheets logo Google Sheets
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