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Automatically generate customized presentations in Google slides when deals reach specific stages in Pipedrive. Latenode's visual editor and JavaScript support make advanced template logic easy, scaling key sales processes while saving execution time thanks to affordable pricing.
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Create a New Scenario to Connect Google slides and Pipedrive
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google slides, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google slides or Pipedrive will be your first step. To do this, click "Choose an app," find Google slides or Pipedrive, and select the appropriate trigger to start the scenario.
Add the Google slides Node
Select the Google slides node from the app selection panel on the right.
Google slides
Configure the Google slides
Click on the Google slides node to configure it. You can modify the Google slides URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Pipedrive Node
Next, click the plus (+) icon on the Google slides node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.
Google slides
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Pipedrive
Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Google slides and Pipedrive Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google slides and Pipedrive Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Pipedrive
Trigger on Webhook
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Google slides
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google slides, Pipedrive, and any additional nodes, donโt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking โRun onceโ and triggering an event to check if the Google slides and Pipedrive integration works as expected. Depending on your setup, data should flow between Google slides and Pipedrive (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Google Slides + Slack: When a deal is updated to 'won' in Pipedrive, refresh a specific chart in Google Slides to reflect the new sales data and notify the sales team in a Slack channel.
Pipedrive + Google Slides + Google Docs: Upon a deal being updated to a specific stage in Pipedrive, create a personalized Google Docs proposal from a chosen Google Slides template, populating it with deal-specific information.
About Google slides
Automate Google Slides creation and updates in Latenode. Generate presentations from data, auto-populate templates, and ensure consistent branding across all decks. Trigger flows from new data or events, replacing manual updates and saving time. Use AI to summarize source documents for slides.
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About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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How can I connect my Google slides account to Pipedrive using Latenode?
To connect your Google slides account to Pipedrive on Latenode, follow these steps:
Can I automatically create slides from new Pipedrive deals?
Yes, you can! Latenode allows for dynamic Google slides creation based on Pipedrive data, automating presentations and reports, saving time and ensuring consistency.
What types of tasks can I perform by integrating Google slides with Pipedrive?
Integrating Google slides with Pipedrive allows you to perform various tasks, including:
How do I access Google slides templates from Latenode?
Latenode allows you to use existing Google slides templates by referencing their IDs, ensuring consistent branding and efficient slide generation.
Are there any limitations to the Google slides and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: