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Google Docs + Pipedrive

Google Docs + Pipedrive

Google Docs + Pipedrive integrations

Generate Google Docs documents from new Pipedrive filters with matched activity

Get your Pipedrive activities effortlessly transcribed into a Google Doc with this workflow. Whenever an activity in Pipedrive matches your specified filter, this automation creates a Google Doc with corresponding text. Ideal for keeping track of achievements, this workflow saves you from the hassle of transferring data manually, offering you a seamless way to document your progress.

  1. When this happens...
    Activity Matching Filter
    Activity Matching Filter
    Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Document From Text
    Create Document From Text
    Create Document From TextCreate a new document from text. Also supports limited HTML.
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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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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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