In this how-to guide

How to automatically transfer updated Pipedrive deals to Google Sheets
1. Set the Pipedrive trigger as “Deal updated”
2. Add the Google Sheets "Update row" automation
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 transfer updated Pipedrive deals to Google Sheets

How to automatically transfer updated Pipedrive deals to Google Sheets

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 “Update row” action for each Pipedrive “Deal updated” event.

Try it in Relay.app

Pipedrive > Google Sheets

Trigger

Last triggered

Deal updated

Update row

1

Set the Pipedrive trigger as “Deal updated”

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

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

Integrate the Google Sheets automation into your playbook to ensure prompt updates for every deal in a particular row.

To add a step to your playbook, select "Add Step" and look for the "Get row" automation. Then, choose the table and sheet you want to work with; for example, let's say you want to work with the "Deals" table. Once you've chosen the table and sheet, you must select an identifier in the "Add filter" from your sheet data to match the Pipedrive data. In this example, the identifier is "Pipeline".

Afterward, add another step to your playbook by selecting "Update row." Next, click on relevant fields that you want to update and fill in the necessary details such as add time, close time, currency, pipeline, and Status

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 update rows through your Google Sheets account.

3

Activate your playbook

Activating your playbook is the last step to updating a row for your updated deals record from Pipedrive to Google Sheets. Once you turn it on, the playbook automatically syncs updated Pipedrive deals 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 sync Pipedrive leads to Google Sheets in real time

Manual data entry is often subject to human errors, thereby resulting in delays and oversights when updating the spreadsheet with the latest lead information. The manual approach not only consumes valuable time but also increases the risk of inconsistencies and inaccuracies, potentially leading to missed opportunities or the mishandling of critical lead details. Additionally, it may contribute to a disjointed and less organized lead management process, hindering the team's ability to promptly and effectively engage with new leads. With Relay, you can easily sync new leads from Pipedrive with your Google Sheets in real-time, ensuring up-to-date tracking and organization of lead information. In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!

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.

What will you automate?

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

Try Relay.app for free

Background image