In this how-to guide

How to automatically add a new project in Pipedrive for a newly added row in Google Sheets
1. Create your playbook and set the Google Sheets trigger as "New row added"
2. Add the "Add project" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Sheets
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How to automatically add a new project in Pipedrive for a newly added row in Google Sheets

How to automatically add a new project in Pipedrive for a newly added row in Google Sheets

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Sheets, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add project” action for each Google Sheets “Row added” event.

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Google Sheets > Pipedrive

Trigger

Last triggered

Row added

Add project

1

Create your playbook and set the Google Sheets trigger as "New row added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "New row added" under Google Sheets. Then, select the sheet. This will allow your playbook to automatically detect the newly added row in Google Sheets and initiate necessary actions.

If this is your first time using a Google Sheets integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new row has been added on Google Sheets.

Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new project in Pipedrive. Once turned on, it will respond to each newly added row in Google Sheets by adding a new project in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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