■Overview
This is a flow to register deal information in Pipedrive when a row is added in Google Sheets.
■Recommended for
1. Those who utilize Google Sheets in their work
・HR personnel managing employee information and using it for procedures
・Teams conducting information verification
2. Companies managing sales-related data with Pipedrive
・Sales representatives managing leads and planning next actions
・Managers checking the status of deal stages
■Benefits of using this template
Google Sheets is an effective tool for smooth information sharing within a team as it can be accessed from anywhere.
However, manually re-entering information from Google Sheets into Pipedrive takes away time from creative tasks.
This flow is effective for those who want to reduce manual work and promote constructive tasks.
Based on the information added to Google Sheets, it automatically creates deal information in Pipedrive, eliminating the need for manual entry.
Additionally, the time spent on manual entry can be allocated to other tasks.
■Notes
・Please integrate both Google Sheets and Pipedrive with Yoom.