In this how-to guide

How to create folders in Google Drive for lost deals in Pipedrive
1. Set the Pipedrive trigger as “Deal lost”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
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How to create folders in Google Drive for lost deals in Pipedrive

How to create folders in Google Drive for lost deals in Pipedrive

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 “Deal lost” event.

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Pipedrive > Google Drive

Trigger

Last triggered

Deal lost

Create folder

1

Set the Pipedrive trigger as “Deal lost”

Add the Pipedrive trigger to initiate your playbook's actions before a deal is marked as lost.

To do this, click "Add trigger" in your playbook. Select the "Deal lost" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly lost 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 “Create folder” in Google Drive

Integrate the Google Drive automation to instantly create folders from new Pipedrive lost deals.

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 to automate the Pipedrive via Google Drive. Once turned on, it will respond to create folders in Google Drive for lost deals in Pipedrive 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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