How can I filter for specific types of won deals?

You can filter deals in Pipedrive by parameters like deal size or tags, ensuring only selected won deals are recorded.

Can I customize what information is recorded?

Yes, you can specify which details from the won deal should be recorded in the Coda document.

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

This automation is used by sales managers and team leaders who want to keep a documented record of all won deals to track achievements and inspire the team.

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Coda + Pipedrive

Record Pipedrive Deal Wins in Coda

Celebrate and keep track of all your sales wins by recording every won deal from Pipedrive in Coda. This helps in maintaining a record of achievements and motivates the team.

Deal Won

Triggers when a deal is marked as won in Pipedrive.

Record Win

Records the won deal in a specified Coda document.

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

or pick a common variation below

Record Pipedrive Deals in Coda

Coda + Pipedrive

Record Pipedrive Leads in Coda

Coda + Pipedrive

Log Pipedrive Deals in Coda

Coda + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Record Pipedrive deal wins in Coda"

Record Pipedrive deal wins in Coda

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 Coda + Pipedrive.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

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

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.