In this how-to guide

How to automatically organize new Pipedrive projects in Google Drive
1. Set the Pipedrive trigger as “Project added”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
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How to automatically organize new Pipedrive projects in Google Drive

How to automatically organize new Pipedrive projects in Google Drive

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 use Relay.app to automatically run the Google Drive “Create folder” action for each Pipedrive “Project added” event.

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Pipedrive > Google Drive

Trigger

Last triggered

Project added

Create folder

1

Set the Pipedrive trigger as “Project added”

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

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

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 new Pipedrive projects in Google Drive 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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