1.Detect deals returned by your RFQ filter
Integrate Pipedrive and CRM workflow triggers to emit deal IDs and owner fields so you can start RFQ matching.
Update RFQ tracking sheet with deal estimator assignment
Automatically monitor deal changes matched by your RFQ filter across Pipedrive. Automatically update estimator assignments in your RFQ sheet when deal updates, owner changes, or filter matchesβso you can keep RFQ context current, route the right estimating owner, and reduce manual spreadsheet updates.
How this automation keeps RFQ assignments up to date
When deals matching your RFQ filter change, estimator context gets stale and teams waste time aligning owners. This automation monitors deal changes, looks up the matching RFQ row, and updates estimator and owner fieldsβso your team works from current deal context.
Pipedriveor swap with your favorite app
2.Lookup canonical deal owner details
Integrate Pipedrive and deal lookup tools to map deal identifier and owner into output fields for accurate assignment.
3.Lookup the matched RFQ worksheet row
Integrate Google Sheets and spreadsheet lookup tools to find the RFQ row by RFQ or deal identifier.
Google Sheetsor swap with your favorite app
4.Update estimator and owner fields
Integrate Google Sheets and spreadsheet update tools to update the matched row with estimator and owner columns.
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Step 1
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