Integrate Pipedrive with Google Docs

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

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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

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.

Google Docs Integrations
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Best Pipedrive and Google Docs Integrations

  • Pipedrive Integration Pipedrive Integration

    Google Docs + Pipedrive

    Create Person to Pipedrive from New Document in Google Docs Read More...
    Close
    When this happens...
    Pipedrive Integration New Document
     
    Then do this...
    Pipedrive Integration Create Person
  • Pipedrive Integration Pipedrive Integration

    Google Docs + Pipedrive

    Create Deal to Pipedrive from New Document in Google Docs Read More...
    Close
    When this happens...
    Pipedrive Integration New Document
     
    Then do this...
    Pipedrive Integration Create Deal
  • Pipedrive Integration Pipedrive Integration

    Google Docs + Pipedrive

    Create Activity to Pipedrive from New Document in Google Docs Read More...
    Close
    When this happens...
    Pipedrive Integration New Document
     
    Then do this...
    Pipedrive Integration Create Activity
  • Pipedrive Integration Pipedrive Integration

    Google Docs + Pipedrive

    Update Person in Pipedrive when New Document is created in Google Docs Read More...
    Close
    When this happens...
    Pipedrive Integration New Document
     
    Then do this...
    Pipedrive Integration Update Person
  • Pipedrive Integration Pipedrive Integration

    Google Docs + Pipedrive

    Create Note to Pipedrive from New Document in Google Docs Read More...
    Close
    When this happens...
    Pipedrive Integration New Document
     
    Then do this...
    Pipedrive Integration Create Note
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Pipedrive + Google Docs in easier way

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

    Triggers
  • 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.

  • 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).

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Google Docs Integrations Work

  1. Step 1: Choose Pipedrive 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 Google Docs 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 Pipedrive to Google Docs.

    (2 minutes)

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

Integration of Pipedrive and Google Docs

Pipedrive is a CRM (Customer Relationship Management. application used by thousands of companies around the world. Its primary purpose is to manage and organize contacts, leads and campaigns in an effective way.

The company was launched in 2011 by Estonian developers, and since then has become the leading company in its segment. Some of the most famous companies use Pipedrive to organize their businesses and grow.

Google Docs is one of the most popular cloud applications available online, which enables users to create, edit and share documents easily. It is a very handy system that allows you to share files with your cpleagues, cooperate on projects or just keep track of notes and ideas. It is also easy to use and can be integrated with many other tops. In this article I will discuss how the two systems can be integrated and what benefits it can provide.

Integration of Pipedrive and Google Docs

Integrating Pipedrive with Google Docs enables users to send leads directly from Pipedrive to Google Docs. This makes the process much easier, as they no longer need to copy names or contact details from Pipedrive into Google Docs manually. Instead they just have to select a lead and click ‘Send To Google Docs’, and the lead will be automatically inserted into the document. The user will still see all the information related to the lead when they enter the document; the name, email address and phone number will be delivered together with the lead. This saves a lot of time, as there is no longer any need for copying and pasting data.

Benefits of Integration of Pipedrive and Google Docs

Integration between Google Docs and Pipedrive brings a lot of benefits. One of them is that users can access their contacts at any time. If there are some leads that are not needed at the moment but might be useful in the future, they can easily be inserted into Google Docs so they do not get lost. Another benefit is that you can view all your leads on one page without switching between multiple programs. And if you need to send an email to several leads, it will be fast and easy as all the contact details are already in one document. This frees up a lot of time that would have otherwise been spent copying data into different documents, so you can focus on more important tasks. Additionally, integrating Pipedrive with Google Docs makes it easier to manage your contacts because you can always have a look at your list of leads and make sure that everything is correct and complete.

The process to integrate Pipedrive and Google Docs 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.