In this how-to guide

How to automatically save new Pipedrive leads in Google Drive
1. Set the Pipedrive trigger as “Lead added”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
Related blog posts
More how-to guides featuring Pipedrive and Google Drive

Integrationsarrow_forwardGoogle Drive Integrationsarrow_forwardGoogle Drive + Pipedrive Integrationsarrow_forward

How to automatically save new Pipedrive leads in Google Drive

How to automatically save new Pipedrive leads in Google Drive

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

Try it in Relay.app

Pipedrive > Google Drive

Trigger

Last triggered

Lead added

Create folder

1

Set the Pipedrive trigger as “Lead added”

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

To do this, click "Add trigger" in your playbook. Select the "Lead added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added leads 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 leads.

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 save new Pipedrive leads in Google Drive 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

How to Turn a Video into a Blog Post using AI

Learn how to automatically convert YouTube tutorial videos into engaging blog posts using AI in a Relay.app workflow. Learn the step-by-step process of using OpenAI Whisper and Claude 3.5 Sonnet to streamline your content creation process.

Jacob Bank

How to make your own AI notetaker - for free!

Create a free, personal AI notetaker using the tools you already use, including Google Drive, Anthropic's Claude, and OpenAI's GPT-4o mini.

Jacob Bank

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

More how-to guides featuring Pipedrive and Google Drive

See all how-to guides ➔

Create folders in Google Drive for new Pipedrive contacts

Are you tired of the hassle of manually creating Google Drive folders every time a new contact is added to Pipedrive? We understand that this can quickly turn into a logistical nightmare, resulting in human errors and wasting valuable time and resources. Not to mention, the more contacts you add, the

Create Google Drive folders for new Pipedrive deal stages

Are you tired of manually creating Google Drive folders whenever a deal stage changes in Pipedrive? It can quickly burden your workflow, requiring meticulous attention to detail and increasing the risk of human errors such as misnaming folders or misplaced documents. As the volume of deal stage chang

Automatically create Google Drive folders for new Pipedrive organizations

Are you tired of manually creating a new folder in Google Drive whenever a new organization is added to Pipedrive? This process can be time-consuming and prone to human errors and inconsistencies. It can also create a disorganized digital landscape, with a higher likelihood of delays in creating fold

Create Google Drive folders for new Pipedrive project phases

Managing projects can be complex and challenging, especially when creating Google Drive folders every time Pipedrive project phases change. This can lead to inefficiencies and delays and make accessing and sharing essential files difficult. But what if I told you that there's an automated solution th

Create Google Drive folders for updated Pipedrive contacts

Are you exhausted from creating new Google Drive folders every time a contact is updated in Pipedrive? We know it can be time-consuming and error-prone, especially when you have to pay attention to all the details. But don't worry - we've got you covered! With Relay.app, every time a contact is updat

Create folders in Google Drive for new Pipedrive products

Do you ever spend too much time creating Google Drive folders for each new product added to Pipedrive? It can be a real hassle and take up valuable time that could be better spent on other things. Plus, it's easy to make mistakes and end up with a disorganized mess of folders and documents. This can

Create folders in Google Drive for won deals in Pipedrive

Are you tired of the manual process of creating a dedicated folder for every won deal in Pipedrive? Don't let the challenge of time efficiency and collaboration hold you back. With Relay, you can celebrate your victories in style! Every won deal in Pipedrive triggers an automatic celebration in Googl

Create Google Drive folders for updated Pipedrive organizations

Are you tired of constantly juggling between Google Drive and Pipedrive to create folders for each organization update? It can be such a headache, right? And let's face it, it's easy to make mistakes like misnaming folders or misplacing documents when you're doing it all manually. But don't worry, we

Organize closed Pipedrive deals in Google Drive with auto-generated folders

Is your business struggling to manage files effectively after closing deals in Pipedrive? Are you tired of the manual file organization process that takes up valuable time and may lead to errors and oversights? It's time to embrace an automated solution that will transform your sales journey into a b

Automatically create Google Drive folders for updated Pipedrive deals

As a business owner, you strive to be efficient and organized, but manually creating Google Drive folders when updating Pipedrive deals can slow down your progress. It's time-consuming and increases the risk of errors and inconsistencies in organizing essential documents. With each update, the challe

Automatically organize new Pipedrive projects in Google Drive

Are you tired of manually creating folders on Google Drive every time you start a new project in Pipedrive? Does it feel like you're always trying to keep up with your team's inconsistent folder structure? If yes, then you need Relay! Relay is the ultimate solution that can change the way you manage

Automate adding a project in Pipedrive when a folder is created in Google Drive

Relay.app is an automation tool that lets you automate actions across Google Drive, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive "Add project" action for each Google Drive "Folder created" event.

Create folders in Google Drive for lost deals in Pipedrive

In the world of business, it's common to encounter setbacks and unforeseen challenges. One such challenge is managing the organizational chaos that arises when deals don't go as planned. But, with Relay, you can turn these setbacks into opportunities to enhance your organization's workflow. Relay aut

Create a folder in Google Drive for new Pipedrive activities

Are you tired of manually creating Google Drive folders for every new Pipedrive activity? Keeping up with the constant flow of activities can quickly become overwhelming. Creating folders manually can lead to inefficiencies and oversights, making it challenging to stay organized. It is expected to ma

Automatically create a Google Drive folder for new Pipedrive deals

Streamlining the sales documentation process can be a significant challenge for sales teams. The tedious and repetitive task of manually creating Google Drive folders for every new deal added in Pipedrive can take away valuable time that could be spent on more strategic aspects of deal management. In

Automatically create Google Drive folders for Pipedrive project updates

Are you tired of the hassle of creating Google Drive folders for updated projects in Pipedrive? Do you find it challenging to maintain an organized structure while managing projects? Well, it's time to say goodbye to these manual processes and welcome a new era of efficiency. Adopting an automated so

Automatically create Google Drive folders for updated Pipedrive deals

As a business owner, you strive to be efficient and organized, but manually creating Google Drive folders when updating Pipedrive deals can slow down your progress. It's time-consuming and increases the risk of errors and inconsistencies in organizing essential documents. With each update, the challe

Share a specific Google Drive folder for a newly added activity on Pipedrive

Finding it challenging to keep your Google Drive folders organized alongside your Pipedrive activities? Let Relay.app streamline the process for you seamlessly. With Relay.app's integration between Google Drive and Pipedrive, sharing a specific Google Drive folder for each newly added activity in Pi

Automatically add a new product in Pipedrive when a new folder is created in Google Drive

Relay.app is an automation tool that lets you automate actions across Google Drive, Pipedrive and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive "Add product" action for each Google Drive "Folder created" event.

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image