How to integrate Google Sheets with Pipedrive to automatically update Pipedrive when lead information is updated in Google Sheets

m.wadazumi

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!

For those managing lead information with Google Sheets and Pipedrive, these app integrations are very useful.
Previously, lead information had to be manually entered into both Google Sheets and Pipedrive, but with automation, it only requires a single entry.
This article explains the flow of "updating lead information in Pipedrive when a row is updated in Google Sheets."
We will provide detailed information on setting up automation using the no-code tool Yoom, so please read to the end.

Benefits of Integrating Google Sheets and Pipedrive

By integrating Google Sheets and Pipedrive, accurate data transfer becomes possible, and work efficiency is expected to improve.
The detailed benefits are summarized below, so please take a look.

Benefit 1: Accurate Data Transfer

The first benefit of integrating Google Sheets and Pipedrive is the ability to accurately transfer data.
For example, when a row is updated in Google Sheets, the lead information in Pipedrive can also be updated automatically.
This reduces the manual task of transferring data from Google Sheets to Pipedrive.
Additionally, at the same time, the risk of entering lead information incorrectly is eliminated, allowing for accurate data entry.
Especially since lead information needs to be entered accurately, this is an effective automation.

Benefit 2: Reduce Response Time and Increase Productivity

The second benefit of integrating Google Sheets and Pipedrive is the increase in productivity through time savings.
When updating manually, it simply takes that much time.
However, with automation, you can achieve time savings and prevent errors.
The time saved can be allocated to more important tasks such as sales strategy planning, making this automation beneficial for many salespeople aiming to increase revenue.

[What is Yoom]

How to Create a Google Sheets and Pipedrive Integration Flow

This time, we will introduce the settings for the following template: "When a row is updated in Google Sheets, the lead information in Pipedrive is also updated."

There are only two steps in the process, so it can be set up in 10-15 minutes.

Set up a flow bot that triggers when a row is updated
Set up the action to update the lead

If you are not using Yoom, please register for free here.
If you are already using Yoom, make sure to log in.

How to connect Google Sheets and Pipedrive to Yoom

Register your Google Sheets and Pipedrive as My Apps in Yoom.
By registering My Apps in advance, subsequent automation settings will be easier.

First, let's register Google Sheets as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so look for Google Sheets or search from "Search by App Name".

Proceed to the following screen and log in to Google Sheets.

Next, register Pipedrive as My App, and select Pipedrive as before.
Once you move to the Pipedrive screen, scroll down and click the green button "Allow and install".

Once both My App registrations are complete, you are done if Google Sheets and Pipedrive are displayed in your My Apps section.

How to update Pipedrive lead information when a row is updated in Google Sheets

To set up automation, click "Try it" on the banner below.

You will proceed to the following screen, so let's check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
First, click on "When a row is updated" in Google Sheets.

Once you proceed to the following screen, check the settings.

"App Trigger Title" → Can be changed freely
"Account Information Linked with Google Sheets" → Check for any discrepancies in the account
"Trigger Action" → When a row is updated

You will proceed to the following screen, so please read the following precautions.

Once you proceed to the following screen, set the required items from the Spreadsheet ID to the unique value item according to the annotations below.
※ "Trigger Interval" → Can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes

Click "Test" → "Test Successful" → "Save".

Next, we will configure Pipedrive, so click "Update Lead".
You will proceed to the following screen, so please check the settings.

"Title" → Can be changed freely
"Account Information Linked with Pipedrive" → Check for any discrepancies in the account
"Action" → Update Lead

Once you proceed to the following screen, set the necessary information such as LeadID according to the annotations on the screen.
※ Lead ID is assumed to be pre-stored in Google Sheets.

Click "Test" → "Test Successful" → "Save".

Finally, once you turn the app trigger "ON", it will start automatically.

Summary

In this article, we explained the flow of "Updating lead information in Pipedrive when a row is updated in Google Sheets".
By linking Google Sheets and Pipedrive, you can reduce the effort and time required to input lead information into Pipedrive, thereby reducing the burden on the person in charge.
As introduced this time, using Yoom's template allows anyone to easily implement automation.
The strength of Yoom is that it can be operated without specialized knowledge such as programming.
If you are considering introducing Yoom or using it for the first time, please register for free from here.

Please try using Yoom for app integration and automation.

The person who wrote this article

m.wadazumi

I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.