Pipedrive & Google Sheets Integration 💰 Add new Pipedrive deals to rows in Google Sheets
Use this template -
https://automate.io/bots/add-new-pipe...
Interested in automating even more Pipedrive and Google Sheets use-cases quickly? Check this page -
https://automate.io/integration/googl...
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If you use Pipedrive as your CRM, tracking your deals on a spreadsheet tool like Google Sheets helps you keep a detailed record of their progression. Take the help of Automate.io to get you started with that asap.
Automate.io is a simple tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.
To begin, visit the template page above, click on the use case box, and then the Get Started button.
You will see the ‘Add Accounts’ screen. Here you will connect your Google Sheets & Pipedrive accounts to Automate.io.
Now, let’s enter our account credentials. We always keep your data secure with bank-level encryption. Alright! Our apps are connected. Now, let’s build this automation, also called a Bot.
First, let’s focus on Pipedrive. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new deal in our selected event. While on the subject, Pipedrive has a lot more triggers that can come in handy for other use cases. So, don’t forget to check them out.
Now, let’s move to Google Sheets. It’s the action app that performs our desired action. In this case, we want to add details in a new Google Sheets row for every new Pipedrive deal that comes in. And just like Pipedrive, there are a lot more actions here that can come in handy for other use cases. So, make sure to check them out.
Now, it’s time for mapping. These fields here are from the columns in your Google spreadsheet. If you have more columns, you can map your new registration to those fields as well.
We’ve now set up our bot. Click Next. And test it out.
Now, come back to your Automate.io dashboard. Alright, it looks good. Let’s check our Google spreadsheet. There you go! Your bot will now run in the background and do all the work for you. Automate.io will automatically copy all your deal information to your Google spreadsheet.
And remember, we’re available 24x5 on our in-app chat or email us at [email protected]. Don’t forget to subscribe to us.
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