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Google Docs + Pipedrive

Google Docs + Pipedrive

Google Docs + Pipedrive integrations

Update Pipedrive deals when new Google Docs documents are created

Effortlessly keep your Pipedrive deals up-to-date with the latest information from Google Docs. This workflow activates when you create a new document in Google Docs, and seamlessly updates the corresponding Pipedrive deal, ensuring your sales process stays organized and on track. Minimize errors and save time by integrating your Google Docs and Pipedrive using this streamlined automation.

  1. When this happens...
    New Document in Folder
    New Document in Folder
    New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).
  2. automatically do this!
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
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More things you can do with Google Docs and Pipedrive

Discover other triggers and actions you can use with Google Docs and Pipedrive

  • Google Docs triggers, actions, and search
    New Document

    Triggers when a new document is added (inside any folder).

    Trigger
    Polling
    Try It
    • Document
      Required
    Trigger
    Polling
    Try It
    • Drive containing the template document
    • Folder containing the template document
    • Template Document
      Required
    • New Document Name
      Required
    • Drive
    • Folder for new Document
    • Sharing Preference
    • Unused Fields Preference
    • Export Formats
    • Insert Inline Image (Image URL)
    • Image location (Segment ID)
    • Image location (Index)
    • Image location (tabId)
    Action
    Write
    • Document
      Required
    • Find text
      Required
    • Replace text
    • Match case
    Action
    Write
    • Drive
    • Folder
    Trigger
    Polling
    Try It
    • Drive
    • Folder
    • Document Name
      Required
    • Text to Append
      Required
    • Append Text on New Line?
    Action
    Write
    • File
      Required
    • Specify Document Name
    • Drive
    • Folder
    Action
    Write
    • Document
      Required
    • Start position (Index)
      Required
    • End position (Index)
      Required
    • Formatting Options
    • Link URL
    • Font size (points)
    • Font family
    • Text color (hex)
    • Background color (hex)
    • Segment ID
    • Tab ID
    Action
    Write
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About Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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