In this how-to guide

How to create a folder in Google Drive for new Pipedrive activities
1. Set the Pipedrive trigger as “Activity added”
2. Add the “Create folder” in Google Drive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Drive
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More how-to guides featuring Pipedrive and Google Drive

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How to create a folder in Google Drive for new Pipedrive activities

How to create a folder in Google Drive for new Pipedrive activities

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 activity added in Pipedrive using Relay.app.

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Pipedrive > Google Drive

Trigger

Last triggered

Activity added

Create folder

1

Set the Pipedrive trigger as “Activity added”

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

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

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 to automate the Pipedrive via Google Drive. Once turned on, it will respond to create a folder in Google Drive for new Pipedrive activities 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.

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