In this how-to guide

How to automatically create a Google Drive folder for new Pipedrive deals
1. Set the Pipedrive trigger as “Deal added”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
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How to automatically create a Google Drive folder for new Pipedrive deals

How to automatically create a Google Drive folder for new Pipedrive deals

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Drive, and many other apps.

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1

Set the Pipedrive trigger as “Deal added”

Add the Pipedrive trigger to initiate your playbook's actions before adding deals.

To do this, click "Add trigger" in your playbook. Select the "Deal added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added deals and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the “Create folder” in Google Drive

Integrate the Google Drive automation to instantly create folders from new Pipedrive deals.

Select "Add Step" and search for the "Create folder" automation. Fill in the necessary details, such as the Folder title and Parent folder.

If you still need to connect your Google Drive account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create a folder through your Google Drive account.

3

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to create a Google Drive folder for new Pipedrive deals without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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