Google Docs + Pipedrive
Create Google Docs documents from updated deal stages in Pipedrive
Ensure your sales process is tight-knit and efficient by setting up this workflow between Pipedrive and Google Docs. When your deal stage is updated in Pipedrive, a new document is immediately created in Google Docs reflecting the changes. This saves you the manual effort of updating your documentation each time a deal progresses, and helps you keep track of your sales pipeline in real-time.
Ensure your sales process is tight-knit and efficient by setting up this workflow between Pipedrive and Google Docs. When your deal stage is updated in Pipedrive, a new document is immediately created in Google Docs reflecting the changes. This saves you the manual effort of updating your documentation each time a deal progresses, and helps you keep track of your sales pipeline in real-time.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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