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Connect Pipedrive to Google Docs

Build an AI agent that works across Pipedrive and Google Docs, on a schedule or when you click Run.

24 source actions
12 target actions
Reverse direction supported

Why Connect Pipedrive & Google Docs?

Read what you need from Pipedrive

Your agent uses Pipedrive's documented actions to pull the records it needs, each time it runs.

Run a Google Docs action

Then it uses one of 12 documented actions, such as Append Text, Create a New Document, Append Image to Document.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Google Docs logo

Google Docs

Triggers (2)

New Document Created (Instant)

Emit new event when a new document is created in Google Docs. See the documentation

webhook
New or Updated Document (Instant)

Emit new event when a document is created or updated in Google Docs. See the documentation

webhook

Actions (12)

Append Text

Append text to an existing document. See the documentation

Create a New Document

Create a new document. See the documentation

Append Image to Document

Appends an image to the end of a document. See the documentation

Create New Document From Template

Create a new Google Docs file from a template. Optionally include placeholders in the template document that will get replaced from this action. See documentation

Find Document

Search for a specific file by name. See the documentation for more information

Get Document

Get the contents of the latest version of a document. See the documentation

Get Tab Content

Get the content of a tab in a document. See the documentation

Insert Page Break

Insert a page break into a document. See the documentation

Insert Table

Insert a table into a document. See the documentation

Insert Text

Insert text into a document. See the documentation

Replace Image

Replace image in a existing document. See the documentation

Replace Text

Replace all instances of matched text in an existing document. Supports Markdown formatting in the replacement text. See the documentation

Integration Features

24 documented Pipedrive actions
12 documented Google Docs actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Google Docs to Pipedrive direction

Capability Examples

Pipedrive trigger → Google Docs action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Google DocsGoogle Docs

Append Text

Google Docs trigger → Pipedrive action

Reverse direction
Google DocsGoogle Docs

New Document Created (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Google Docs accounts

2

Describe the Job

Say what to read from Pipedrive and what to do in Google Docs

3

Choose an Action

Select the documented Google Docs operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Pipedrive events yet.

Automated Actions

Use 12 documented Google Docs actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks thePipedrive and Google Docs actions it needs.

Your Own Accounts

You connect your own Pipedrive and Google Docs accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Google Docs logoPipedrive logo

Reverse Integration Available

Also connect Google Docs to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations
Google Docs logo

All Google Docs Integrations

Explore all available Google Docs connections

View All Integrations

Ready to Connect Pipedrive & Google Docs?

Build this agent in Mazaal AI and test it on your ownPipedrive and Google Docs data.

Start building

Rather not build it yourself? We set up one Pipedrive to Google Docs agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod