How to automatically create new Google Sheets for new projects in Pipedrive

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select details like board. This will allow your playbook to automatically detect the new project added in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Google Sheets automation into your playbook to ensure the specific Google Sheets is promptly copied and replaced with Pipedrive's new project details.

Click the "Add step" button, then locate the "Copy & fill in {{placeholders}}" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.

Activating your playbook is the final step to automate copying the specific Google Sheets and replacing its details. Once turned on, it will respond to each new project added in Pipedrive by creating a copy of the specific Google Sheets and replacing its details with the new project 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 and reminders are being sent correctly.