Aren’t you tired of updating deals and information from your Pipedrive account to Google Sheets manually? If yes, then you don’t have to worry about it anymore as we have an amazing tool for you to automate all your projects.
That magic tool is Pabbly Connect and it will surely change your working experience. Through this wonderful software, you can connect any two or more applications and automate your projects and work without any coding skills.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Not only that, but Pabbly Connect also offers so many valuable and advantageous features:
- Create unlimited workflows without any restrictions
- Unlimited premium apps
- Set unlimited triggers, unlimited actions to those triggers
- Path Routers
and the best perk of this service is that you can access all the features even with the free plan.
After this integration of Pipedrive with Google Sheets, you can easily update any new deal from your Pipedrive account to Google Sheets automatically. You won’t even have to lift a finger to do anything.
Therefore, without any further delay let’s get into the blog about how to add new Pipedrive deals to Google Sheets as new rows.
Step 1: Sign up to Pabbly Connect
Let’s Start the process to add new Pipedrive deals to Google Sheets as new rows by visiting the website of Pabbly Connect and then click on the ‘Sign-Up Free‘ button. On the registration page, either signup using an existing Gmail account or manually fill out the form.
Try Pabbly Connect for FREE
Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.Step 2: Access Pabbly Connect
Step 3 : Workflow for Pipedrive with Google Sheets Integrations
(a) Create New Workflow
Start with creating a workflow for your project by clicking on the ‘Create New Workflow’ button.
(b) Name the Workflow
Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Pipedrive with Google Sheets”, you can obviously name the workflow as per your requirements and needs.
Step 4 : Setting Triggers for Pipedrive with Google Sheets Integrations
After creating a workflow, you have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.
(a) Select Application you want to Integrate
Now, you have to select the application that you want to integrate. In this case, we are choosing “Pipedrive” for integration. After selecting Pipedrive, choose “New Deal” in the method section.
(b) Click on Connect Button
After selecting the application, now you have to click on the “Connect with PipeDrive” button just like in the above-shown image to take further the integration process.
Step 5 : Connecting Pipedrive to Pabbly Connect
To connect with Pipedrive, you have to add the API token from your Pipedrive account to Pabbly Connect. For this, you need to log in to your Pipedrive profile.
(a) Click on Personal Preferences
After logging into your Pipedrive account, now you have to click on your profile and then click on the “Personal Preferences” option.
(b) Click on API
Next, click on the API section of the page and simply copy the API token given on your screen.
(c) Paste the API Token
Now, you have to simply paste the copied API token in the Pabbly Connect dashboard and hit the “Save” button.
(d) Copy the Webhook URL
In the next step to connect Pipedrive with Pabbly Connect, you need to copy the given webhook URL. After copying the URL add your company domain, which you can find from your Pipedrive account’s subdomain.
(e) Click on Tools and Integrations
To paste the copied webhook URL, go to your Pipedrive account and click on the “Tools and Integration” option.
(f) Click on Webhooks
Next, click on the “Webhooks” option to move further.
(g) Click on Create New Webhook
Here, you will find a button named “Create New Webhook”, click this button to paste the URL.
(h) Paste the Webhook URL
Paste the copied webhook URL on this page, select event action as “Added”, and event object as “Deal” and hit the save button.
Step 6 : Add a Test Deal
To test this Pipedrive and Pabbly Connect integration, you have to add a deal in your Pipedrive account.
(a) Click on Deals
To add the deals, click on the “$” sign in the top corner and then click on the “+Deal” button.
(b) Create the Deal
After you click on the button, a pop-up will appear on your screen, here you have to add all the details about the deal like name, contact number, email id, etc and click on the “Save” button. But before clicking the save button, you need to first click on the “Capture Webhook Response” button in the Pabbly Connect dashboard.
Step 7 : Test the Submission in Pabbly Connect Dashboard
As soon as you click on the “Save” in Pipedrive and “Capture Webhook Response” in Pabbly Connect the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” option.
Step 8 : Setting Action for Pipedrive with Google Sheets Integrations
In this step, we will be adding an action for your trigger to complete this integration process.
(a) Select Application you want to Integrate
Now in this step, click on the + button below and choose “Google Sheets” and in the method section select “Add New Row”.
(b) Click on Connect Button
After choosing the application click on the “Connect” button to move forward.
Step 9 : Connecting Google Sheets to Pabbly Connect
To connect Google Sheets with Pabbly Connect, you need to authorize your Google account through which you want to choose the sheet to connect.
(a) Click the Connect Button
When you click on the “Connect” button, a window will slide in from the right, here you have to again click on the “Connect” button and then choose the Google account through which we want to integrate.
(b) Map the Fields
Once you are connected with your Google account, now you have to add all the field’s data that you want in your Google Sheet like sheet name, email id, etc. Map up all the fields quickly.
(c) Send a Test Request
Once you are done mapping up all fields click on the “Send Test Request” button.
Step 10 : Check Response
Here, you can see the integration was successful and the deal’s info has been added to the Google Sheet automatically. Now in a similar way, you can add bulk deals from Pipedrive to your Google Sheets in no time.
Conclusion –
So, this was our take on how to add new Pipedrive deals to Google Sheets as new rows without any coding skills. Thanks to Pabbly connect, now any fresher can even integrate any two or more than two applications without any difficulties. You just have to make a few clicks here and there and you are good to go. Hence, without wasting any more time and effort signup for your free account now and get rid of doing the same work again and again. For further queries or suggestions, please drop your comments below.
