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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.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Google DocsGoogle Docs
    Create Document from Text

    Create a new document from text. Also supports limited HTML.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
google-docs logo
google-docs logo

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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Related categories

  • Documents
  • Google

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pipedrive logo

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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