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
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
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
Pipedrive + TwitterAdd Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
Pipedrive + SalesforceCreate Leads on Salesforce for New Pipedrive People Read More...
It's easy to connect Pipedrive + Google Docs without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers when a new document is added (inside any folder).
Triggers when a new document is added to a specific folder (but not its subfolders).
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
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.
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.
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.