1.Detects new filtered deal
Integrate Pipedrive and deal filtering to monitor qualifying deals and trigger quote workspace setup.
Create master quote folder and record for new deal
Automatically monitor new filtered deals in Pipedrive across Google Drive, Google Sheets, Zapier Tables, and Pipedrive. Create and update quote workspace files when qualifying deals appear or stage filters match or quote details changeβso you can create folders, copy quote sheets, and log tracker records without manual template copying.
How this automation organizes quote workspaces your team can act on
When a new filtered deal appears and quote assets are missing, coordinators waste time chasing files and context. This automation creates the master folder and quote sheet, then logs a tracker record and updates the deal with linksβso your team can access RFQs instantly.
Pipedriveor swap with your favorite app
2.Creates master quote folder
Integrate Google Drive and shared drive storage to create a standardized master folder and return the folder link.
Google Driveor swap with your favorite app
3.Creates standard subfolders
Integrate Google Drive to create RFQ Specs, Archive, Vendor Quotes, Quotes Sent, and Quote Sheets under the master folder.
4.Copies template and updates sheet
Integrate Google Sheets to copy the quote template, then update rows with deal title, deal identifier, links, and date.
Google Sheetsor swap with your favorite app
5.Creates tracker record
Integrate Zapier Tables to create a new tracker row with deal details, master folder link, and sheet link.
Zapier Tablesor swap with your favorite app
6.Updates deal with links
Integrate Pipedrive to update the deal fields with the sheet URL and master folder link for quick access.
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