How to automatically create Pipedrive tasks from new Google Sheet rows

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 "New row added" under Google Sheets. Then, select a Google Sheets document as your input. This will allow your playbook to automatically detect the new row added in Google Sheets and initiate necessary actions.

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

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new task for each new record added in Google Sheets row.

Click the "Add step" button, then locate the "Add task" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

Activating your playbook is the final step to automate the addition of a new task in Pipedrive. Once turned on, it will respond to a new row added in Google Sheets by adding a new task in Pipedrive with its details 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.