PIPEDRIVE TO GOOGLE SHEETS

Pipedrive to Google Sheets, then WhatsApp.

How to add a Google Sheets row for each new Pipedrive record, so ConvoHut can start a WhatsApp journey from it. This takes Zapier, Make or a webhook.

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Web form · New enquiry

Illustrative example. Names and details are made up.

CRMS

The options.

Recommended · Zapier

Trigger, then Google Sheets “Create Spreadsheet Row”

Triggers you can use:

  • New Deal
  • New Person
  • New Activity
  • New Lead (polling)
Other ways

Make, webhooks and more

  • Third-party marketplace apps (for example Outfunnel’s Google Sheets sync for contacts)
  • Pipedrive webhooks
  • Make
Watch out for
  • Pipedrive has no first-party Sheets sync. Marketplace apps are third-party.

THE SHEET

The columns to send.

Send one row per record, with the column names in row 1. Phone is the only required column and must include the country code.

  • Name
  • Phone
  • Deal
  • Stage
  • Consent: that the person agreed to WhatsApp messages
Pipedrive → Sheet1
ABCD
1NamePhoneDealStage
2Sarah+61 412 000 184Office fit-outQuote sent
3Tom+61 433 000 912WebsiteQualified
4Ana+64 21 000 457Office fit-outQuote sent

Row 1 holds the column names. The highlighted row is the newest: adding it starts the journey. Example data only.

BUILD

Then, in ConvoHut.

  1. 01

    Open Automations, then Create Automation, and choose New Sheet Row as the trigger.

  2. 02

    Pick the spreadsheet and tab, and map Phone and Name.

  3. 03

    Add your approved template, a wait for reply, and a notify step.

  4. 04

    Pass the compliance review for your markets, then Activate Now. Test with your own number first.

RECIPES

Recipes that work with Pipedrive.

Quote requestAsk for photos of the job → wait for reply → notify the estimatorOpen →Policy or plan reviewOffer a review call → wait for reply → notify the adviserOpen →

Checked against Pipedrive’s, Zapier’s and Google’s documentation in September 2026. Features, plan requirements and trigger names change; check the current documentation when you set it up. ConvoHut isn’t affiliated with Pipedrive.

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