How to automatically transfer updated Pipedrive deals to Google Sheets

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

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

Integrate the Google Sheets automation into your playbook to ensure prompt updates for every deal in a particular row.

To add a step to your playbook, select "Add Step" and look for the "Get row" automation. Then, choose the table and sheet you want to work with; for example, let's say you want to work with the "Deals" table. Once you've chosen the table and sheet, you must select an identifier in the "Add filter" from your sheet data to match the Pipedrive data. In this example, the identifier is "Pipeline".

Afterward, add another step to your playbook by selecting "Update row." Next, click on relevant fields that you want to update and fill in the necessary details such as add time, close time, currency, pipeline, and Status

If you still need to connect your Google Sheets account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to update rows through your Google Sheets account.

Activating your playbook is the last step to updating a row for your updated deals record from Pipedrive to Google Sheets. Once you turn it on, the playbook automatically syncs updated Pipedrive deals to Google Sheets without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.