In this how-to guide

How to automatically create Pipedrive tasks from new Google Sheet rows
1. Create your playbook and set the Google Sheets trigger as "New row added"
2. Add the "Add task" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Sheets
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More how-to guides featuring Pipedrive and Google Sheets

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How to automatically create Pipedrive tasks from new Google Sheet rows

How to automatically create Pipedrive tasks from new Google Sheet rows

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Sheets, and many other apps. In this guide, we'll show you how to automatically run the “add task” action in Pipedrive for each row added in Google Sheets using Relay.app.

Try it in Relay.app

Google Sheets > Pipedrive

Trigger

Last triggered

Row added

Add task

1

Create your playbook and set the Google Sheets trigger as "New row added"

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.

2

Add the "Add task" in Pipedrive automation

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.

3

Activate your Relay.app playbook

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.

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