Add a row in Google Sheets when a deal is won in Pipedrive

What each client fills in

Google Sheets: Spreadsheet ID

For example from the URL: docs.google.com/spreadsheets/d/<this>/edit

Google Sheets: Sheet (tab)

For example Sheet1

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

• Google Sheets

  In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Pipedrive, for “A deal is won”
2. Connect the client’s Google Sheets, for “Add a row”
3. Fill in Google Sheets: Spreadsheet ID (For example from the URL: docs.google.com/spreadsheets/d/<this>/edit)
4. Fill in Google Sheets: Sheet (tab) (For example Sheet1)
5. Check the order of Google Sheets’s values, column by column against the client’s columns