Google Drive + Pipedrive

Move files in Google Drive when new deal matching filters are found in Pipedrive

Effortlessly organize your sales process with this Pipedrive and Google Drive automation. Whenever a deal matches a specific filter in Pipedrive, this workflow will move the corresponding file in Google Drive to the designated folder. Stay on top of your deals and maintain a streamlined document management system without any manual effort.

Effortlessly organize your sales process with this Pipedrive and Google Drive automation. Whenever a deal matches a specific filter in Pipedrive, this workflow will move the corresponding file in Google Drive to the designated folder. Stay on top of your deals and maintain a streamlined document management system without any manual effort.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    Google DriveGoogle Drive
    Move File

    Move a file from one folder to another.

    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
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn moreHelp

Related categories

  • File Management & Storage
  • Google

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pipedrive logo
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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