Connect Pipedrive CRM and Google Docs integrations
Connect 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 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.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new email is added to Inbox.
Triggers when a new lead is added or updated.
Triggers when selected event of the selected object occurs.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Deletes a document.
Downloads a document to a required format.
Gets a content of a document.
Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.
Inserts or appends a new paragraph to an existing document.
Makes all links in a document clickable.
Performs an arbitrary authorized API call.
Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.
Replaces an old text by a new text in a document.
Retrieves a list of documents.
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Build your Pipedrive CRM and Google Docs integrations.
Create custom 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 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 Pipedrive CRM and Google Docs workflows.
Looking to get more out of Pipedrive CRM and Google Docs? With Make you can visually integrate 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.
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 ->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 ->Send replies on Telegram based on updates from Google Docs and ChatGPT completions
Automatically respond to Telegram updates using insights from Google Docs and ChatGPT. Enhance communication by integrating Telegram, Google Docs, and OpenAI.
TRY IT ->Create new Google Docs documents from 2 ChatGPT Prompt completions triggered by RSS articles
Automatically generate Google Docs from 2 ChatGPT prompt completions triggered by new RSS articles. Streamline content creation with AI-driven insights and document management.
TRY IT ->Automate document management with Google Docs and a ChatGPT Assistant
Use this template to manage documents by watching Google Docs for changes, retrieving content, generating insights with ChatGPT's Assistant, and creating new documents.
TRY IT ->
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