When a row is updated in Google Sheets, the lead information in Pipedrive is also updated.

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■Overview

This is a flow where lead information in Pipedrive is updated when a row is updated in Google Sheets.

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■Recommended for‍

1. Those who use Google Sheets in their work

・Sales assistants who use it to compile information from various sources

・Team leaders who add comments to sheets to facilitate communication

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2. Companies that manage sales data with Pipedrive

・Sales assistants who create graphs and numerical documents based on managed data

・Personnel responsible for managing the progress of deals

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■Benefits of using this template

Google Sheets is an effective tool for smooth information sharing as edits are reflected in real-time.
However, manually inputting updated information into Pipedrive hinders real-time information sharing.

This flow is suitable for those who want to share and reflect information smoothly.
It allows you to automatically edit Pipedrive leads based on updated information in Google Sheets, maintaining a high speed of information sharing.
Additionally, since editing is done using referenced data, you can register with accurate information.

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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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