In this how-to guide

How to log Pipedrive deal wins to Google Sheets
1. Set the Pipedrive trigger as “Deal won”
2. Add the “Add row to sheet” automation in Google Sheets
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Sheets
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How to log Pipedrive deal wins to Google Sheets

How to log Pipedrive deal wins 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 “Add row to sheet” action for each Pipedrive “Deal won” event.

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Pipedrive > Google Sheets

Trigger

Last triggered

Deal won

Add row to sheet

1

Set the Pipedrive trigger as “Deal won”

To ensure that your playbook's actions are initiated before a deal is won, you need to add the Pipedrive trigger.

To add the trigger, go to your playbook and click "Add trigger." Then, select the "Deal won" trigger option from the dropdown menu under Pipedrive. This will allow your playbook to identify newly won deals and trigger the necessary actions automatically.

If you haven't connected your Pipedrive account to Relay yet, 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 newly won 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 "Deals" table. Once you've selected the table, click on all the relevant fields and fill in the necessary details, such as the Add time, Close time, Currency, Expected close date, Organization, Person, Pipeline, Probability, Stage, Status, Title, and Value.

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 in your process. Once you turn it on, the playbook automatically logs Pipedrive deal wins 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.

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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.

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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!

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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!

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