Create a lead in Pipedrive when a row is added in Google Sheets.

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■Overview

This is a flow for creating leads in Pipedrive when a row is added in Google Sheets.

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■Recommended for‍

1. Those who utilize Google Sheets for business

・Office staff responsible for centralized management of various information

・Team leaders who want to edit the same sheet simultaneously

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2. Companies managing sales-related data in Pipedrive

・Sales assistants managing customer data

・Personnel responsible for managing project progress

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■Benefits of using this template

Google Sheets is an effective tool for quick information sharing as it can be used anywhere.
However, manually entering shared information into Pipedrive takes time that could be automated.

This flow is suitable for those looking to minimize work effort.
Based on the information added to Google Sheets, it automatically creates leads in Pipedrive, reducing manual entry and maintaining data accuracy.
The time spent on manual entry can be allocated to other tasks.

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■Notes

・Please integrate both Google Sheets and Pipedrive with Yoom.

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About the Apps You Use

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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Templates using

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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.

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