How to sync closed deals from Pipedrive to Google Sheets

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 closed" under Pipedrive. Then, add necessary details. This will allow your playbook to automatically detect the closed deals in Pipedrive 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 row is promptly updated in spreadsheet whenever a deal is closed in Pipedrive.

Click the "Add step" button, then locate the "Find row" to identify which record in spreadsheet needs to be updated. Then, select "Update row" 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 updating the specific row in Google Sheets.. Once turned on, it will respond to closed deals in Pipedrive by updating the specific row 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.