In this how-to guide

How to automatically save new Pipedrive leads in Google Drive
1. Set the Pipedrive trigger as “Lead added”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
Related blog posts
More how-to guides featuring Pipedrive and Google Drive

Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Google Drive Integrationsarrow_forward

How to automatically save new Pipedrive leads in Google Drive

How to automatically save new Pipedrive leads 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 “Lead added” event.

Try it in Relay.app

Pipedrive > Google Drive

Trigger

Last triggered

Lead added

Create folder

1

Set the Pipedrive trigger as “Lead added”

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

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

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 save new Pipedrive leads 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The Best Form Automation Software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

7 Ways to Automate Pipedrive

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

Integrations with the new Pipedrive Projects API

Relay.app now has deep integrations and automations with Pipedrive's new Projects API

More how-to guides featuring Pipedrive and Google Drive

See all how-to guides ➔

Create folders in Google Drive for new Pipedrive contacts

Are you tired of the hassle of manually creating Google Drive folders every time a new contact is added to Pipedrive? We understand that this can quickly turn into a logistical nightmare, resulting in human errors and wasting valuable time and resources. Not to mention, the more contacts you add, the more time you spend on repetitive tasks, which can hinder your ability to maintain an organized and efficient workflow. Well, we have a perfect solution for you. Our automation service can create a perfectly organized Google Drive folder every time a new contact enters Pipedrive without any manual effort on your part. This seamless integration optimizes your CRM, streamlines your tasks, and takes the hassle out of document management. With Relay, you can unleash the power of efficiency and reclaim your time for what truly matters. We are excited to guide you through the setup process in just four easy steps. Get ready to experience the magic of Relay, where adding contacts becomes a breeze.

Create Google Drive folders for new Pipedrive deal stages

Are you tired of manually creating Google Drive folders whenever a deal stage changes in Pipedrive? It can quickly burden your workflow, requiring meticulous attention to detail and increasing the risk of human errors such as misnaming folders or misplaced documents. As the volume of deal stage changes, delays and inconsistencies in folder management become inevitable, leading to potential bottlenecks in your document organization. This inefficiency not only consumes valuable time but also jeopardizes the accessibility and accuracy of your document management system. But don't worry, there's a solution! Relay is an innovative tool that seamlessly automates the process and ensures flawless integration between Pipedrive and Google Drive. With Relay, every shift in deal stages becomes an opportunity to create perfectly organized Google Drive folders. In this guide, we'll show you how to set up this integration in four easy steps, making your workflow more efficient and organized. Prepare for the Relay revolution and elevate your workflow to the next level!

Automatically create Google Drive folders for new Pipedrive organizations

Are you tired of manually creating a new folder in Google Drive whenever a new organization is added to Pipedrive? This process can be time-consuming and prone to human errors and inconsistencies. It can also create a disorganized digital landscape, with a higher likelihood of delays in creating folders, impacting the systematic arrangement of related documents. This inefficiency can make it difficult to retrieve essential files and hinder the overall productivity of your document management system. But don't worry, Relay can help. Relay is a digital organizational wizard that automatically creates a customized Google Drive folder whenever a new organization is added to Pipedrive. With Relay, you can say goodbye to manual fuss and lost files and hello to a seamlessly organized start for all your related documents. Ready to embrace order and bid farewell to chaos? Follow our step-by-step guide to set up this integration in four easy steps.

Create Google Drive folders for new Pipedrive project phases

Managing projects can be complex and challenging, especially when creating Google Drive folders every time Pipedrive project phases change. This can lead to inefficiencies and delays and make accessing and sharing essential files difficult. But what if I told you that there's an automated solution that can make your life easier? Relay is the answer you've been looking for! With Relay, you can seamlessly create Google Drive folders whenever your Pipedrive project phases change. This fosters a more organized and collaborative work environment, making project management a breeze. Say goodbye to missed transitions and hello to a stress-free future. Embrace Relay today and take your project management game to the next level! In this guide, we'll show you how to set this integration up in four easy steps. Let's get started!

Create Google Drive folders for updated Pipedrive contacts

Are you exhausted from creating new Google Drive folders every time a contact is updated in Pipedrive? We know it can be time-consuming and error-prone, especially when you have to pay attention to all the details. But don't worry - we've got you covered! With Relay.app, every time a contact is updated, you can sit back and relax because a new Google Drive folder is generated for you. No more chasing after information or worrying about digital clutter - just a beautifully organized system that keeps all the relevant details at your fingertips. You can say goodbye to the hassles of manual updates and hello to the efficiency of automated document management. So why wait? Follow these four easy steps to set up this integration. Join the Relay.app revolution today and see how every contact update can become an opportunity for a perfectly organized Google Drive folder!

Create folders in Google Drive for new Pipedrive products

Do you ever spend too much time creating Google Drive folders for each new product added to Pipedrive? It can be a real hassle and take up valuable time that could be better spent on other things. Plus, it's easy to make mistakes and end up with a disorganized mess of folders and documents. This can slow down collaboration within your sales team and make it harder to access important information when you need it most. But don't worry, there's a solution! With Relay, you can automate the creation of Google Drive folders for each new product, so you no longer have to waste your time on manual tasks. This will free up your team to focus on what they do best and make document management a breeze. In this guide, we'll show you how to set up this integration in just four easy steps. Let's get started and revolutionize your document management game!

Create folders in Google Drive for won deals in Pipedrive

Are you tired of the manual process of creating a dedicated folder for every won deal in Pipedrive? Don't let the challenge of time efficiency and collaboration hold you back. With Relay, you can celebrate your victories in style! Every won deal in Pipedrive triggers an automatic celebration in Google Drive, with Relay creating a dedicated victory folder for you. This streamlines your file management and collaboration process, making accessing critical information related to the won deal easier. Relay is more than just automation; it's a revolution in how you savor your wins. It ensures your success is celebrated and impeccably organized, providing a seamless and joyous journey into efficient collaboration and file management. In this guide, we'll show you how to set this integration up in four easy steps. Let Relay be your ultimate victory dance partner for your sales success.

Create Google Drive folders for updated Pipedrive organizations

Are you tired of constantly juggling between Google Drive and Pipedrive to create folders for each organization update? It can be such a headache, right? And let's face it, it's easy to make mistakes like misnaming folders or misplacing documents when you're doing it all manually. But don't worry, we've got you covered! Meet Relay.app – your assistant that will help you automate and organize all your Pipedrive updates in a snap. With Relay.app, every time you update an organization in Pipedrive, it automatically creates a dedicated Google Drive folder. Say goodbye to the hassle of creating folders manually, and hello to a world of effortless organization! Now, you can focus on your work and let Relay.app does the heavy lifting. No more searching through scattered files or worrying about losing important documents in digital clutter. Are you ready? Follow these four easy steps to set up this integration. Let's get started!

Organize closed Pipedrive deals in Google Drive with auto-generated folders

Is your business struggling to manage files effectively after closing deals in Pipedrive? Are you tired of the manual file organization process that takes up valuable time and may lead to errors and oversights? It's time to embrace an automated solution that will transform your sales journey into a beautifully organized symphony! With Relay, every closed deal becomes a cause for celebration as it triggers the automatic creation of Google Drive folders. Imagine a world where every closed deal comes with its own neatly organized folder, ready for easy access and collaboration. Relay is not just about automation; it's about elevating your sales process to new heights of efficiency and celebration. Adopt Relay today and optimize your file organization effortlessly. In this guide, we'll show you how to set up this integration in four easy steps. Get ready to experience a seamlessly streamlined sales process like never before!

Automatically create Google Drive folders for updated Pipedrive deals

As a business owner, you strive to be efficient and organized, but manually creating Google Drive folders when updating Pipedrive deals can slow down your progress. It's time-consuming and increases the risk of errors and inconsistencies in organizing essential documents. With each update, the challenge of ensuring that papers are always in the right place becomes evident, leading to potential delays in accessing crucial information. But imagine a world where your documents automatically find their way to the right place, and your team can access crucial information with a click. That's where Relay comes in. It guarantees a stress-free and streamlined file management process, allowing you to focus on your core business goals. With Relay, you can be confident that your documents are always in their designated spots and eliminate the need for manual shuffling. In this guide, we'll show you how to set this integration up in four easy steps. Let's embrace this automated solution and usher in a stress-free, streamlined file management era.

Automatically organize new Pipedrive projects in Google Drive

Are you tired of manually creating folders on Google Drive every time you start a new project in Pipedrive? Does it feel like you're always trying to keep up with your team's inconsistent folder structure? If yes, then you need Relay! Relay is the ultimate solution that can change the way you manage your projects. It streamlines your project management process, making it more efficient and collaborative for your team. With Relay, you can say goodbye to wasted time and missed details. It simplifies project management, ensuring your team can work together efficiently and effectively. In this guide, we'll show you how to set up this integration in four easy steps.

Create folders in Google Drive for lost deals in Pipedrive

In the world of business, it's common to encounter setbacks and unforeseen challenges. One such challenge is managing the organizational chaos that arises when deals don't go as planned. But, with Relay, you can turn these setbacks into opportunities to enhance your organization's workflow. Relay automates the process of creating folders in Google Drive for each unexpected outcome, freeing up your time and attention to focus on more important tasks. By embracing Relay, you can transcend the manual hassle of documenting failed deals and instead approach them as a step towards a more organized and strategically refined future. With Relay, every setback is an opportunity to improve, evolve, and succeed. This guide will show you how to set this integration up in four easy steps. Let's get started!

Create a folder in Google Drive for new Pipedrive activities

Are you tired of manually creating Google Drive folders for every new Pipedrive activity? Keeping up with the constant flow of activities can quickly become overwhelming. Creating folders manually can lead to inefficiencies and oversights, making it challenging to stay organized. It is expected to make mistakes such as misnaming folders or placing documents in the wrong location, which can jeopardize the coherence of your documentation system. As your business grows, the problem only worsens, leading to a bottleneck that hampers your ability to respond to client needs promptly. But don't worry; Relay is here to help! It is a virtual organizational assistant that can create dedicated Google Drive folders for each new activity in Pipedrive, making documentation seamless and effortless, and with Relay by your side, managing activity-based folders. You'll never have to worry about the time-consuming struggle of manual folder creation again. Are you ready to embark on a clutter-free journey? Get ready for the Relay Revolution, where every activity is documented and celebrated in its own neatly organized folder! In this guide, we'll show you how to set up this integration in just four easy steps.

Automatically create a Google Drive folder for new Pipedrive deals

Streamlining the sales documentation process can be a significant challenge for sales teams. The tedious and repetitive task of manually creating Google Drive folders for every new deal added in Pipedrive can take away valuable time that could be spent on more strategic aspects of deal management. Inconsistencies in folder structures, naming conventions, and potential oversights can also arise, impacting the overall organization and accessibility of critical documents. Adopting an automated solution like Relay can revolutionize your sales documentation process, making it more efficient, streamlined, and hassle-free. With Relay, every new deal in Pipedrive triggers an automated process that seamlessly generates dedicated Google Drive folders. This mitigates the risk of errors and ensures that sales teams can focus on what truly matters – closing deals and driving success. This guide will show you how to set up this integration in four easy steps. Leap and embrace the power of automation with Relay today.

Automatically create Google Drive folders for Pipedrive project updates

Are you tired of the hassle of creating Google Drive folders for updated projects in Pipedrive? Do you find it challenging to maintain an organized structure while managing projects? Well, it's time to say goodbye to these manual processes and welcome a new era of efficiency. Adopting an automated solution like Relay can streamline project management and promote collaboration among team members. Relay ensures that every Google Drive folder is created seamlessly for updated projects, eliminating delays and missed updates. With Relay, you can easily access and share essential files, making document organization a breeze. So, let's embrace the power of automation and unlock stress-free and organized project management. In this guide, we'll show you how to set this integration up in four easy steps. Let's usher in a new era of efficiency together with Relay!

Automatically create Google Drive folders for updated Pipedrive deals

As a business owner, you strive to be efficient and organized, but manually creating Google Drive folders when updating Pipedrive deals can slow down your progress. It's time-consuming and increases the risk of errors and inconsistencies in organizing essential documents. With each update, the challenge of ensuring that papers are always in the right place becomes evident, leading to potential delays in accessing crucial information. But imagine a world where your documents automatically find their way to the right place, and your team can access crucial information with a click. That's where Relay comes in. It guarantees a stress-free and streamlined file management process, allowing you to focus on your core business goals. With Relay, you can be confident that your documents are always in their designated spots and eliminate the need for manual shuffling. In this guide, we'll show you how to set this integration up in four easy steps. Let's embrace this automated solution and usher in a stress-free, streamlined file management era.

Share a specific Google Drive folder for a newly added activity on Pipedrive

Finding it challenging to keep your Google Drive folders organized alongside your Pipedrive activities? Let Relay.app streamline the process for you seamlessly. With Relay.app's integration between Google Drive and Pipedrive, sharing a specific Google Drive folder for each newly added activity in Pipedrive becomes effortless. Here's how it works: Whenever a new activity is added in Pipedrive, Relay.app automatically shares the corresponding Google Drive folder with the relevant stakeholders. This automation not only saves you time but also ensures that your team has access to the necessary documents to complete their tasks effectively. In this guide, we'll walk you through setting up Relay.app to automate the folder sharing process, empowering you to focus on your core business activities while keeping your data organized across platforms.

What will you automate?

Sign up and get started with your first Relay.app playbook today.

Try Relay.app for free

Background image