How to integrate Google Sheets with Pipedrive to create leads in Pipedrive when a row is added in Google Sheets

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

When managing Google Sheets and Pipedrive separately, it's easy to make input errors and duplicate data, making it difficult to keep track of the latest lead information.

By using Yoom to integrate these two tools, you can reduce manual workload and have lead information automatically reflected, which reduces errors and improves operational efficiency. This also allows you to focus more on important tasks, potentially enhancing the overall performance of your team. We provide a guide with images on how to set it up, so let's proceed with the automation setup together!

Benefits of Integrating Google Sheets and Pipedrive

Benefit 1: Simplified Lead Information Management Leading to Increased Operational Efficiency

Typically, those handling lead information input data into each tool separately, but by integrating the apps, data from Google Sheets is automatically reflected in Pipedrive, which eliminates the need for manual work and verification, leading to improved work efficiency.

For example, when a sales team leader checks the progress of team members, they no longer need to switch between apps and can grasp the latest lead information at a glance. This increases the likelihood of reallocating the time spent on verification to other tasks. Specifically, it may allow more time to focus on other important tasks such as approaching clients or sales strategies. Even during busy periods with an increase in new leads, this app integration is expected to facilitate smooth data management.

Benefit 2: Maintained Data Consistency Preventing Information Leakage and Duplication

When Google Sheets and Pipedrive are managed separately, there is a possibility of information omission when registering lead information. However, with integration, information from Google Sheets is automatically reflected in Pipedrive, reducing errors and ensuring accurate data management.

As a result, confusion over "who has the latest lead information" is eliminated, enabling quick decision-making with accurate data.

[About Yoom]

How to Create a Flow for Integrating Google Sheets and Pipedrive

Let's proceed with integrating Google Sheets and Pipedrive using Yoom.
This flow is "Create a lead in Pipedrive when a row is added in Google Sheets."

Set up a trigger in Google Sheets
Configure settings for creating lead information in Pipedrive
Set up updates in Google Sheets

It can be completed in 3 steps, so start setting it up by copying the template from the "Try it" banner below!

Preparation

Before setting up the flow, connect Yoom with Google Sheets and Pipedrive.
After logging into Yoom, click "My Apps" on the left menu and then "+ New Connection".

Search for the app names of Google Sheets and Pipedrive, and enter the necessary information.
Once the apps are connected, they will appear in the My Apps list.

If Google Sheets is also displayed, the preparation is complete.
Let's proceed with the detailed settings right away.

1. App Trigger Settings

First, click on the initial flow "When a row is added".
On the first page, the account information of Google Sheets, which was linked in advance, is reflected.

If the information is correct, click "Next" with the current settings.

On the next page, set up the Google Sheets to be monitored for updates.

The trigger interval is a setting to check how often the specified Google Sheets information is added, so set it according to your business needs.

<span class="mark-yellow">For columns with unique values, set those that do not have duplicate values within the column.</span> (e.g., employee number, email address, etc.) If there are duplicate values within the column, it may not work correctly.

After entering all the items, click "Test".
If there are no errors, the information from the specified sheet is reflected as output.

Once confirmed, click "Save" to complete the trigger settings.

2. Pipedrive Settings

Next, proceed to the flow settings for "Create Lead Information".
On the first page, just like the Google Sheets settings, only confirm the account information and click "Next".

On the next page, set up to create lead information.
It is recommended to set a title that makes the lead content information easily identifiable at a glance.‍

Enter the necessary information and click "Test".

Just like the Google Sheets settings, if the test is successful, the configured content + LeadID will be reflected as output.
(LeadID is a unique ID used to identify the information added in Pipedrive and will be used in the final settings.)

If there are no errors, the settings for creating lead information are complete!

Settings for Updating Google Sheets

Finally, set up "Update Record".
On the first page, after confirming the account information, enter the information of the sheet to be updated.

Enter the information of the sheet to be updated and click "Next".
If the sheet information is correct, proceed to the next page.

On the next page, set "Search by condition ① and update item ②" on the sheet set earlier.

In the image above, the setting is "Search for a row that matches the customer name and update the Lead ID".
Here, update the LeadID obtained as output in the Pipedrive settings earlier.

This flow is for "adding a row", but the "update a row" flow requires this LeadID.

LeadID is used as a criterion (unique ID) to find the row to be updated, so this is preparation for the update flow.

Once the settings are complete, click "Save" to finish all settings!
Finally, turn on the trigger to start the flow.

Now, when a row is added to Google Sheets, lead information will be added to Pipedrive.

Other Automation Examples Using Google Sheets and Pipedrive

There are many other examples of automation using Google Sheets and Pipedrive in Yoom, so let me introduce them.

1. In the integration of Google Sheets and Pipedrive, not only lead information but also deal information can be added and updated. For sales representatives, this eliminates the need for manual input and allows for quick actions on the deals they are handling.

2. It is also possible to integrate Pipedrive with Google Sheets. When a new lead is registered in Pipedrive, you can store the record in a specified sheet. Managing it on a sheet might make analysis easier.

Summary

Integrating Google Sheets with Pipedrive is an effective way to significantly streamline lead information management and reduce operational workload. With Yoom, you can easily set up this integration without any programming knowledge, preventing data entry errors. Additionally, you no longer need to switch between apps, allowing you to immediately access the latest information, effectively utilizing the entire team's working hours and enabling focus on other important tasks.

Leverage Yoom to easily achieve automation and enhance operational efficiency!