Can I track goals for specific teams or individuals?

Yes, you can specify which teams or individuals to track in Pipedrive. DryMerge will update the Google Doc with progress specific to your criteria.

Can I customize the layout of the sales goal document?

Yes, you can customize the layout of the sales goal document. Provide the format and details you want included, and DryMerge will generate it as specified.

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

This automation is used by sales managers and team leads who need to keep track of sales goals and progress easily visible to their team.

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Google Docs + Pipedrive

Track Sales Goals in Google Docs Using Pipedrive Data

Keep your sales team on target by automatically updating a Google Doc with current sales goals and progress pulled from Pipedrive. This provides a constant, up-to-date status of objectives and achievements, ensuring the team remains focused and informed.

Pipedrive Goals Update

Triggers when sales goals or progress update in Pipedrive.

Update Sales Doc

Updates your Google Doc with the latest goals and progress.

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

or pick a common variation below

Create Sales Reports in Google Docs from Pipedrive Data

Google Docs + Pipedrive

Summarize Sales Calls in Google Docs from Pipedrive Notes

Google Docs + Pipedrive

Document Lost Deals in Google Docs from Pipedrive

Google Docs + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track sales goals in Google Docs using Pipedrive data"

Track sales goals in Google Docs using 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.