Connect Google Docs and Pipedrive CRM integrations
Connect Google Docs and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Google Docs and Pipedrive CRM 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.
Triggers when a new document is created or modified in a specific folder.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Build your Google Docs and Pipedrive CRM integrations.
Create custom Google Docs and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a new Google document by adding the content of HTML format.
Popular Google Docs and Pipedrive CRM workflows.
Looking to get more out of Google Docs and Pipedrive CRM? With Make you can visually integrate Google Docs and Pipedrive CRM 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.
TRY IT ->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](https://docs.google.com/spreadsheets/d/18tuKaQV_8cyehugArbU0K7YOAVzWfwjavF9z1URt1Dw/edit?usp=sharing) and this [example Google Doc](https://docs.google.com/document/d/1hhH1H1oH9j4eAu6QxHYM_q0XB3S4cKbPoWAK41cRndM/edit?usp=sharing).
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Harmoniq Funnel: Receive transcript and save to Docs for publishing flow (2nd part)
Harmoniq Funnel is designed to provide full control over your video workflows, even at the deepest technical levels. This scenario listens for the finished transcription from Harmoniq, safely stores the full text with timestamps into a Google Doc, and connects it to your publishing system through Google Sheets. ✅ What makes Harmoniq different? Instead of just returning plain text, Harmoniq delivers structured results: Time-stamped segments Word-level timing Full plain text for flexible use This structure enables future automation of dubbing, short content creation, SEO optimization, and multilingual publishing. 🌟 Harmoniq is built to go beyond simple transcription — it powers full video systemization and scaling, preparing your content for massive reach across platforms and languages. ⚙️ Setup Requirements: Harmoniq connection Webhook setup via “Create a webhook” option in Make Google Drive and Google Sheets connections Learn more at https://www.kihedi.com
TRY IT ->Generate a new Google Docs and summarize data from Google Sheets with Perplexity and 2 ChatGPT prompts
This template will create a Google Docs document by summarizing data from Google Sheets using Perplexity AI and 2 ChatGPT prompts. Streamline data analysis and documentation with AI-driven insights.
TRY IT ->Insert a paragraph in a Google Doc with Perplexity AI and ChatGPT from Google Sheets data
Automatically generate a Google Docs document with Perplexity AI and ChatGPT responses by extracting data from Google Sheets, enhancing documentation and collaboration efficiency.
TRY IT ->Search and Filter rows in Google Sheets and append to Google Docs with Perplexity AI and ChatGPT
Automatically filter rows in Google Sheets, generate responses with Perplexity AI and ChatGPT, and append them to Google Docs for streamlined data processing and documentation.
TRY IT ->Create a Google Docs and generate content using Perplexity AI and ChatGPT from Google Sheets data
This automation generates Google Docs content using Perplexity AI and ChatGPT based on new Google Sheets data entries, streamlining document creation and content generation processes.
TRY IT ->Generate audio with ElevenLabs from Google Docs text and send to FTP and email
Convert Google Docs text to audio and email it. Extract text from Google Docs, transform it with ElevenLabs, upload via FTP, and send through email.
TRY IT ->
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