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Google Drive + Pipedrive

Google Drive + Pipedrive

Google Drive + Pipedrive integrations

Copy files in Google Drive each time new deal matching filters are set in Pipedrive

Ensure your Pipedrive deals match your criteria and effortlessly save important documents on Google Drive with this workflow. When a pertinent deal surfaces in Pipedrive, this automation takes over by duplicating a file within your Google Drive. This streamlines your document management process, reducing manual tasks and optimizing your workflow.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Copy File
    Copy File
    Copy FileCreate a copy of the specified file.
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More things you can do with Pipedrive and Google Drive

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

    • 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 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.
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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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