How to automatically log Pipedrive deal stage changes to a Google Sheet

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 "Deal stage changed" under Pipedrive. Then, select the specific deal stages you're interested in monitoring. This will allow your playbook to automatically detect the changes in Pipedrive deal stage 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 prompt addition of a new row in the spreadsheet for each changes in Pipedrive deal stage.

Click the "Add step" button, then locate the "Add row to sheet" 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 the addition of a new row in Google Sheets. Once turned on, it will respond to changes in Pipedrive deal stage by adding the new record in Google Sheets 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.