Can I filter deals by loss reason?

Yes, you can filter deals based on their loss reason. Define the criteria, and the automation will log only those deals.

Can I include reasons for lost deals in the document?

Yes, you can include reasons for lost deals by specifying the fields or data points from Pipedrive. 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 sales managers and analysts who need to review and analyze lost deals to refine sales strategies or address recurring problems.

Home Contact Pricing Apps Blog

Google Docs + Pipedrive

Document Lost Deals in Google Docs from Pipedrive

Record the details of lost deals from Pipedrive in a Google Doc to analyze and understand why deals fell through. This is useful for sales managers looking to improve strategies and address weaknesses.

Lost Deal Marked

Triggers when a deal is marked as lost in Pipedrive.

Log Lost Deals

Logs lost Pipedrive deals into a Google Doc.

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

or pick a common variation below

Record Client Feedback in Google Docs from Pipedrive Activities

Google Docs + Pipedrive

Create Project Proposals in Google Docs from Pipedrive Deals

Google Docs + Pipedrive

Track Sales Goals in Google Docs Using 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, "Document lost deals in Google Docs from Pipedrive"

Document lost deals in Google Docs from Pipedrive

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.