Hello!
I simply want to setup a trigger that every time a deal is won in Pipedrive, then add a new row in a Google Sheets with that deal information. I’ve tried through “Watch Deals” and “New Deal Event” but can’t get it right. Can someone help me out?
Hello,
Welcome to the community!
Please tell us a little bit more about your workflow and add screenshots of the errors you encounter.
Welcome to the Make community!
To do this, you can try using the Pipedrive CRM “New Deal Event” module —
Triggers when a new deal is added, updated or deleted.
For more information about the New Deal Event module and Pipedrive CRM app, see the corresponding Integrations page and the Help Centre documentation.
Hope this helps! If you are still having trouble, please provide more details.
— @samliew
Hello,
Pipedrive CRM “New Deal Event” is probably the correct way to start. You will have to create a new Pipedrive CRM Webhook first. I think this should be set to “updated” for the Event Action. Now you are likely going to need to add a Filter after the trigger runs to only pass values that have won or similar wording. That way you can only get the deals you want to automate. You may be able to change that filtering in Pipedrive when setting up the Webhook but I am not sure if not you will need to Filter after the trigger step to ensure the correct data is coming through.