Google Docs + Pipedrive
Generate documents from template in Google Docs for updated deals in Pipedrive
Maintain up-to-date documentation in Google Docs for every deal change in Pipedrive with this workflow. Anytime an update is made to a deal in Pipedrive, the linked document in Google Docs is instantly revised. This streamlines communication, ensuring your team is consistently abreast of sales progress and facilitating precise record-keeping. Boost productivity and team collaboration with this efficient process.
Maintain up-to-date documentation in Google Docs for every deal change in Pipedrive with this workflow. Anytime an update is made to a deal in Pipedrive, the linked document in Google Docs is instantly revised. This streamlines communication, ensuring your team is consistently abreast of sales progress and facilitating precise record-keeping. Boost productivity and team collaboration with this efficient process.
- When this happens...Updated Deal
Triggers when an existing deal 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.
- Free forever for core features
- 14 day trial for premium features & apps
