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Pipedrive CRM
Google Docs

Connect Pipedrive CRM and Google Docs

Explore ready-made Pipedrive CRM and Google Docs templates and start automating in minutes.

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Create a custom workflow

Integrate Pipedrive CRM with Google Docs and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
Google Docs
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal 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 organization is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • Adds a tab to a Google Docs document.

  • 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. {{name}}, {{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 or appends a new paragraph to an existing 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.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • 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.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Pipedrive CRM and Google Docs.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
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 (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Cancel a Recurring Subscription (Deprecated)
Cancels a recurring subscription.
Action
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Popular Pipedrive CRM and Google Docs workflows

Connect Pipedrive CRM and Google Docs with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

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

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.