Can I filter recaps by deal outcome?

Yes, you can filter deals based on their outcome. Define your criteria, and the automation will generate recap reports only for those specified deals.

Can I include key performance metrics in the recap reports?

Yes, you can specify which performance metrics from Pipedrive to include in the recap reports. DryMerge will ensure they are part of the final document.

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

This automation is used by sales teams and managers who need to review and improve their deal strategies by analyzing detailed recap reports of closed deals.

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Google Docs + Pipedrive

Generate Deal Recap Reports in Google Docs from Pipedrive

Automatically compile a detailed recap report in Google Docs when a deal is closed in Pipedrive. This is essential for sales teams to review the deal process, outcomes, and lessons learned, facilitating continuous improvement and strategy optimization.

Deal Closed in Pipedrive

Triggers when a deal is marked as closed in Pipedrive.

Generate Deal Recap Report

Creates a detailed recap report in Google Docs.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate deal recap reports in Google Docs from Pipedrive"

Generate deal recap reports 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.