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Google Docs + Pipedrive Integrations

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

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

Pipedrive Integrations
Pipedrive Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best Google Docs and Pipedrive Integrations

  • Google Docs Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Google Docs Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Google Docs Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Google Docs New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Google Docs Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Google Docs New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Google Docs Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Google Docs New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Google Docs Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Google Docs New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Google Docs Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Google Docs {{item.triggerTitle}}
     
    Then do this...
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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 Person

    Triggers when a new person is added.

    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 Person

    Updates an existing person.

How Google Docs & Pipedrive Integrations Work

  1. Step 1: Choose Google Docs as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Google Docs with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Pipedrive as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Pipedrive with Appy Pie Connect.

    (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.