1.Detect new deal in filter
Integrate Pipedrive and sales dashboard logic to catch deals that match your configured filter.
Create rows for filtered deals in sales dashboard
Automatically capture new deals in configured filters across Pipedrive and Google Sheets. Create and update validated dashboard rows when new deal matches filter, lookup finds no existing row, or filtered deals qualifyβso you can avoid duplicates, normalize values, and keep pipeline reporting current without manual spreadsheet upkeep.
How this automation creates reliable pipeline rows
When a new deal enters your configured Pipedrive filter, delays can break pipeline reporting and cause messy duplicates. This automation looks up existing rows, formats clean fields, and creates then updates dashboard rowsβso your team can report consistently.
Pipedriveor swap with your favorite app
2.Lookup row by deal id
Integrate Google Sheets and spreadsheet lookup tools to verify whether the deal id already exists in your worksheet.
Google Sheetsor swap with your favorite app
3.Continue only when not found
Integrate Filter by Zapier and Zapier routing logic to prevent duplicate row creation when lookup returns not found.
Filter by Zapieror swap with your favorite app
4.Format fields for dashboard
Integrate Formatter by Zapier and data formatting tools to normalize amounts and extract digits for numeric columns.
Formatter by Zapieror swap with your favorite app
5.Create dashboard row
Integrate Google Sheets and reporting columns to map owner, amount, status, date, and deal id into a new row.
6.Update row with formulas
Integrate Google Sheets and spreadsheet formulas to fill derived fields like inclusion flag, year, month, and week number.
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David Laderberg, VP of Sales
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