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How to automatically update a project in Pipedrive whenever a new row is added to Google Sheets

How to automatically update a project in Pipedrive whenever a new row is added to Google Sheets

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 “update project” action in Pipedrive for each row added in Google Sheets using Relay.app.
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Google Sheets logoRow added
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1

Set the Google Sheets trigger as “New row added”

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

Add the Google Sheets trigger to initiate your playbook's actions every time a new row is added. Click "Add trigger" in your playbook and choose "New row added" from the dropdown menu under Google Sheets.

If you still need to connect your Google Sheets account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Update project” step in Pipedrive

Integrate Pipedrive automation into your workflow to automatically update a project in Pipedrive whenever a new row is added to Google Sheets.

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

If your Pipedrive account still needs to be 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 playbook

Activating the playbook is the last step in the process. Once you turn it on, it will automatically update a project in Pipedrive whenever a new row is added to Google Sheets without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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