Connect Elastic Email and Pipedrive CRM and Google Docs integrations

Connect Elastic Email and Pipedrive CRM and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Elastic Email and Pipedrive CRM and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Elastic Email and Pipedrive CRM and Google Docs workflows.

Looking to get more out of Elastic Email and Pipedrive CRM and Google Docs? With Make you can visually integrate Elastic Email and Pipedrive CRM and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Creation of documentation (e.g. contract) for a new deal meeting specified criteria

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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Resume creation scenario using Google Sheets, Google Docs.

Easily edit the Resume with relevant details from Google sheets

The document template is found on Google Docs

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Create a Quote with Google Docs for each new row in Google Sheets.

For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.

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Add new Pipedrive deals to a Google Sheets spreadsheet as new rows

Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.

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Personalize an introduction message with ChatGPT for new Pipedrive CRM leads and store them on a Google Sheet for review

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

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Insert new rows with data from Google Sheets to the end of document in Google Docs

When new rows are added to Google Sheets spreadsheet, the corresponding data are sent as new rows to Google Docs document. The paragraph style is copied from the previous index, the lists are supported.

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Create an Event Ticketing system with Google Sheets, Google Docs & Barcodes - Part 1

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create an event Ticket with a QR code and dynamic data. The template uses this example spreadsheet and this example ticket.

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Create a Document from a Template containing data from a record in Airtable

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

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Performance Management - Team Performance Generation 3/3

The third scenario compiles the team's overall rating graph, the team’s comparative KPI ratings graph, and the individual KPI ratings graphs. Please use the Google Docs template for this scenario to work correctly. https://docs.google.com/document/d/1jSVNxntn261zk0Zb05BcRJHI_1S8EVJAxU5qvi9WGos/edit?usp=sharing

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Build your Elastic Email and Pipedrive CRM and Google Docs integrations.

Create custom Elastic Email and Pipedrive CRM and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action

Add an Installment Subscription

Adds a new installment subscription.

Action

Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

Create a Contact

Adds a new contact and optionally to one of your lists.

Action

Create a Deal

Creates a deal.

Action

Create a Document

Creates a new Google document by adding the content of HTML format.

Action

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