1.Monitors new or updated qualifying deals
Integrate Pipedrive and CRM workflows to detect qualifying deals and pull metadata and deal identifiers for sheet insertion.
Add contract performance row when a deal closes
Automatically monitor new or updated deals that match your configured filter across Pipedrive and contract performance tracking. Create and update sheet rows for formatted close dates, normalized values, and value bucket tags when new qualifying deals appear, qualifying deals update, or matching deals move forwardβso you can avoid manual spreadsheet work.
How this automation updates your contract performance rows
When a qualifying deal arrives or changes, manual spreadsheet updates slow down renewal and activation planning. This automation formats close details, creates contract performance rows in Google Sheets, and updates value bucket tags in Pipedriveβso your team can plan faster.
Pipedriveor swap with your favorite app
2.Formats the deal close and values
Integrate Formatter by Zapier and data formatting tools to format the close date and normalize currency or numeric fields for insertion.
Formatter by Zapieror swap with your favorite app
3.Adds a contract performance row
Integrate Google Sheets and reporting tables to add a new row and map owner, organization, date, value, term, and deal ID.
Google Sheetsor swap with your favorite app
4.Updates deal stage and bucket
Integrate Pipedrive and deal workflow rules to update the deal stage or bucket based on value brackets and renewal flags.
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