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Google Docs + Pipedrive

Google Docs + Pipedrive

Google Docs + Pipedrive integrations

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.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreates 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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More things you can do with Pipedrive and Google Docs

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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