1.Detect won deal status change
Integrate Pipedrive to detect a deal moved to Won or matching your configured Won filter and route the deal fields into the workflow.
Add won deals to forecast report and remove open rows
Automatically monitor deal status changes and filter matches across Pipedrive and Google Sheets. Create and update won-deal rows when deals move to Won, so you can refresh open-deal cleanup, add forecast-ready fields, and keep reporting current without manual spreadsheet updates.
How this automation updates your won deals forecast
When a deal is marked won but still sits in open-deals, forecast numbers can drift. This automation looks up and removes the won deal from open rows and creates a formatted won row in your Google Sheets forecast—so your team can keep forecasts accurate.
Pipedrive (Englisch)or swap with your favorite app
2.Lookup open-deals row by deal ID
Integrate Google Sheets and spreadsheet tools to lookup the open-deals worksheet row by deal ID and return the matching row index.
Google Sheetsor swap with your favorite app
3.Delete open deal row
Integrate Google Sheets and spreadsheet tools to delete the matching row from the open-deals worksheet using the returned index.
4.Normalize won-deal fields
Integrate Formatter by Zapier and data transformation tools to normalize pipeline names, default revenue months, and format close dates for insertion.
Formatter von Zapieror swap with your favorite app
5.Add won row to forecast
Integrate Google Sheets and spreadsheet automation to add a won-deals row and run the Update Row action for monthly allocation formulas.
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