Integrate Google Docs with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Google Docs and Pipedrive

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore Google Docs + Pipedrive quick connects for faster integration? Here’s our list of the best Google Docs + Pipedrive quick connects.

Explore quick connects

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Connect Google Docs + Pipedrive in easier way

It's easy to connect Google Docs + Pipedrive without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Google Docs & Pipedrive Integrations Work

  1. Step 1: Choose Google Docs as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Docs to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Google Docs and Pipedrive

Google Docs and Pipedrive are two online applications that are used by companies globally. They are both cloud-based applications that work on multiple platforms and are accessible anywhere there is an internet connection.

Google Docs is a free productivity application provided by Google for working on documents, spreadsheets, presentations and forms. It is also integrated with the Google Suite like Gmail, Sheets, Calendar and Contacts. The suite allows users to share files, store and organize their data in one place. It also has a chat feature that allows users to cplaborate with each other in real time (Google, n.d..

Pipedrive is a sales pipeline management application that helps sales people manage their sales process. The app allows users to build a sales process, track and forecast deals and manage contacts all in one place (Pipedrive, n.d..

Google Docs and Pipedrive both have features that are very similar as well as some that are different. The most obvious similarity between the two is that they are both cloud based applications that allow users to access them anywhere there is an internet connection. Another similarity is that they are both free to use. They also have many features in common including the ability to create and edit documents, spreadsheets, presentations, forms, and mail merge (Google, n.d.; Pipedrive, n.d.. In addition, they are integrated with other Google products such as Gmail and Sheets. This integration allows users to cplaborate more easily with each other when working on projects or tasks (Google, n.d.; Pipedrive, n.d.. Cplaboration is made easier with the chat feature in Google Docs and the project management feature in Pipedrive. Both of these features allow users to communicate with each other online.

Pipedrive also works with Salesforce CRM, Xero accounting software, Zendesk support software, MailChimp email marketing software and Slack team communication software (Pipedrive, n.d.. There is also a mobile app available for Andriod devices so that users can work on their sales processes while on the go (Pipedrive, n.d.. Meanwhile, Google Docs has an offline mode so that users can still access their documents even if they are not connected to the internet (Google, n.d..

Both Google Docs and Pipedrive are very useful tops for businesses looking to streamline their workflow and maximize productivity. The integration of these applications provides an excellent opportunity for cplaboration among workers using these tops. Because the applications are online all of the time, it is easy to cplaborate on projects or tasks at any hour of the day or night without having to worry about meeting up at a certain time or location. For example, if one person needs some information from another person in order to complete a task or project, the second person could simply email it to them through Google Docs or talk to them using the chat function in Google Docs or Pipedrive when the first person is available. This is a lot easier than trying to schedule time in a busy work schedule to meet up with someone face to face to get the information that they need right away. In addition, Google Docs can be accessed from any internet connected device so you do not have to carry around a computer with you in order to access it since it works on laptops as well as mobile phones (Google, n.d.. These applications are extremely useful for businesses because they save time and money by helping employees become more productive and allowing businesses to save money on office space by not having to purchase extra computers for employees to store all of their work on.

The process to integrate Google Docs and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm