When a lead is registered in Pipedrive, store the record in Google Sheets.

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■Overview

This is a flow that stores records in a Google Sheets database when a new lead is registered in Pipedrive.

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■Recommended for

1. Sales Representatives

・Those who manually enter lead information into Pipedrive and are struggling with increased workload due to double entry

・Those who are experiencing decreased work efficiency due to data inconsistencies between Pipedrive and Google Sheets

・Those considering automating ancillary tasks to focus on sales activities

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1. Sales Managers

・Those who want to aggregate and visualize lead information scattered across multiple tools for analysis

・Those who want to grasp the latest sales data in real-time to make quick decisions

・Those who want to reduce the workload of manual report creation and focus on strategic planning

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3. Data Analysts

・Those who want to link Pipedrive data to Google Sheets for detailed analysis

・Those who want to conduct analysis based on the latest data and create highly accurate reports

・Those who want to automate preprocessing tasks such as data cleansing and transformation to focus on analysis work

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■Benefits of Using This Template

・By consolidating Pipedrive lead information into a Google Sheets database, centralized management of customer data becomes possible.

・When a lead is registered in Pipedrive, it is immediately reflected in Google Sheets, allowing the entire team to share the latest lead information for quick response.

・You can freely customize which information from Pipedrive is registered in which columns of Google Sheets, enabling optimal data integration tailored to your business processes.

・Since lead registration in Pipedrive is automatically reflected in the Google Sheets database, sales representatives can allocate more time to important tasks such as lead handling and negotiations, leading to improved work efficiency.

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■Notes

・Please integrate both Google Sheets and Pipedrive with Yoom.

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About the Apps You Use

Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

Related apps

Pipedrive

Templates using

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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