Pushing Pipedrive deal data to Google Sheets using Zapier is an effective way to automate reporting and track deal progress. Here's a step-by-step guide to set it up:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Search and select 'Pipedrive' as your trigger app.
- Select 'New Deal' as your trigger event.
- Connect your Pipedrive account.
- Click 'Test trigger' to ensure it pulls the correct sample data from your Pipedrive account.
- In the 'Action' section, search for and select 'Google Sheets'.
- Select 'Create Spreadsheet Row' to add a new row for each deal.
- Connect your Google Sheets account.
- Select the specific spreadsheet and worksheet where the data will be recorded. Click 'Continue'.
- Click 'Test step' to test the Google Sheets action to ensure data from a sample deal in Pipedrive is added correctly to your spreadsheet.
- Once the test is successful, click 'Publish'.
