In this how-to guide

How to automatically sync Pipedrive leads to Google Sheets in real time
1. Set the Pipedrive trigger as “Lead added”
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

Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Google Sheets Integrationsarrow_forward

How to automatically sync Pipedrive leads to Google Sheets in real time

How to automatically sync Pipedrive leads to Google Sheets in real time

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 “Lead added” event.

Try it in Relay.app

Pipedrive > Google Sheets

Trigger

Last triggered

Lead added

Add row to sheet

1

Set the Pipedrive trigger as “Lead added”

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

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 “Add row to sheet” 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 "Leads" table. Once you've selected the table, click on all the relevant fields and fill in the necessary details, such as the first name, label, last name, notes, organization, person, phone, and title

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 to add a row for your leads' record from Pipedrive 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

Start multiple Playbook runs at once with Batch Triggers

Batch riggers in Relay.app let you start multiple runs at once for the same Playbook. For example, you may use batch triggers to set off mail merge campaigns, or kick off a playbook on a weekly periodic schedule that checks in with the Account Executives for all stale Deals in sales pipeline in HubSpot.

Thijs van As

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

14 Ways to Automate Google Sheets

An automated Google Sheet can often replace multiple business processes and tools. Here's a guide—and a bunch of examples—to show that sometimes a simple spreadsheet is all you need.

Jacob Bank

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

How to Use Zapier with Google Sheets

Wondering how to connect your Google Sheet with Zapier? You've come to the right place.

Jacob Bank

How to Build a Custom CRM in Google Sheets

Avoid complex solutions and build your own simple, automated CRM in Google Sheets.

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 Sheets

See all how-to guides ➔

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.

Log Pipedrive deal wins to Google Sheets

As a business owner, managing your sales process can be pretty overwhelming, especially regarding manual sales processes. It can be time-consuming, inefficient, and even prone to errors. But with Relay, you can capture and automatically log every Pipedrive deal won into a Google Sheets row, saving you time and effort. To help you streamline sales data tracking, we have put together a simple guide that walks you through setting up a playbook in just four easy steps. Let's work together to simplify your sales process and help you achieve your business goals.

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 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.

What will you automate?

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

Try Relay.app for free

Background image