Can I filter which deals trigger the update?

Yes, you can filter deals based on criteria such as deal value or tags in Pipedrive and only update Coda rows for those deals.

Can I update specific columns in Coda?

Yes, you can choose which columns in your Coda row to update when a deal is marked as lost in Pipedrive.

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

This automation is valuable for sales analysts and managers who need to keep accurate records across systems, particularly for analyzing lost deals.

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Coda + Pipedrive

Update Coda Rows for Lost Pipedrive Deals

By automatically updating rows in Coda when a Pipedrive deal is marked as lost, this automation ensures that records are kept consistent. Sales teams can quickly identify and analyze lost opportunities within their Coda documents.

Deal Marked as Lost

Triggers when a deal is marked as lost in Pipedrive.

Update Row

Updates the corresponding row in Coda to reflect the lost deal status.

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

or pick a common variation below

Generate Coda Report for New Pipedrive Deals

Coda + Pipedrive

Generate Coda Reports for Pipedrive Leads

Coda + Pipedrive

Sync Coda Rows for Updated Pipedrive Contacts

Coda + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Coda rows for lost Pipedrive deals"

Update Coda rows for lost Pipedrive deals

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.