When a row is updated in Google Sheets, update the deal information in Pipedrive as well.

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■Overview

This is a flow that updates Pipedrive deal information when a row is updated in Google Sheets.

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■Recommended for‍

1. Those who utilize Google Sheets for business

・Sales assistants who filter and select collected information

・Marketing personnel who edit shared sheets simultaneously with multiple people

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2. Companies managing sales-related data with Pipedrive

・Assistants responsible for managing leads

・Sales teams that strategize actions for closing deals

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■Benefits of using this template

Google Sheets can be used for smooth information sharing within a team.
However, when information is updated in Google Sheets, re-entering it into Pipedrive can cause delays in decision-making.

This flow is effective for those who want to reduce manual effort and promote more creative tasks.
When information in Google Sheets is updated, the deal information in Pipedrive is automatically updated, reducing manual effort.
Additionally, 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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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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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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