Can I filter case studies by industry or deal size?

Yes, you can filter case studies based on industry or deal size. Define the parameters, and the automation will generate case studies for those specified criteria.

Can I include custom metrics in the case studies?

Yes, you can include custom metrics by specifying which data points from Pipedrive you want in the case studies. DryMerge will ensure they are part of the generated document.

Which people use this automation? What do they use it for?

This automation is used by marketing teams and account managers who need to produce client case studies efficiently and accurately to demonstrate success stories.

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Google Docs + Pipedrive

Compile Customer Case Studies in Google Docs from Pipedrive Data

Easily create detailed customer case studies in Google Docs from the data in Pipedrive. This is ideal for marketing teams and account managers who need to showcase successful client stories and results without the manual documentation process.

Deal Won in Pipedrive

Triggers when a deal status changes to 'Won' in Pipedrive.

Create Case Study

Generates a Google Doc with customer case study details.

See more Google Docs to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Performance Evaluations in Google Docs from Pipedrive Data

Google Docs + Pipedrive

Generate Customer Summaries in Google Docs from Pipedrive Data

Google Docs + Pipedrive

Create Sales Reports in Google Docs from Pipedrive Data

Google Docs + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Compile customer case studies in Google Docs from Pipedrive data"

Compile customer case studies in Google Docs from Pipedrive data

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Pipedrive.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.