Why automate Storydoc with Pipedrive
Automating Storydoc creation from Pipedrive allows you to:
Generate personalized sales decks the moment a new lead is created.
Create tailored proposals automatically as deals move through stages.
Keep Storydoc links stored inside the Pipedrive record so reps always have the right version.
Ensure a consistent sales workflow without repetitive manual work.
Automation works through Zapier. For setup instructions, refer to the article How to Connect Storydoc with Zapier
Pipedrive triggers you can use:
1. New Lead
Triggered when a new lead is added to Pipedrive.
Use case: Create a personalized Storydoc intro deck for every new inbound or outbound lead.
2. New Organization
Triggered when a new company record is created.
Use case: Generate a tailored company overview deck or outbound sales asset.
3. Updated Deal
Triggered when an existing deal is updated.
Use case: Automatically create a new Storydoc version when deal details, values, or owners change.
4. Deal Matching Filter
Triggered when a deal enters a custom filter, often used for stage transitions.
Use case:
When a deal moves to “Proposal,” generate a proposal deck.
When a deal moves to “Negotiation,” generate a recap or updated plan.
5. Activity Matching Filter
Triggered when an activity meets a defined filter rule.
Use case:
When a rep completes a first call, generate a personalized follow-up Storydoc.
All triggers above are standard in Pipedrive’s Zapier integration and require no special setup inside Pipedrive beyond creating filters where needed.
Creating personalized Storydocs from Pipedrive
Once you choose a trigger, Storydoc can automatically create a new version of your selected template using Pipedrive fields such as:
Lead name
Organization name
Deal title
Deal stage
Deal value
Owner name
Region / segment (if stored in custom fields)
Storydoc Dynamic Variables inside the template will populate the content automatically.
Writing the Storydoc link back into Pipedrive
After generating a personalized Storydoc, you can store the link back in Pipedrive for easy access.
Pipedrive supports the following update actions in Zapier:
Supported Actions
Update Lead
Update Deal
Update Organization
This allows you to write the Storydoc URL into:
A custom field (recommended)
The notes field
The activity timeline (if tied to a follow-up task)
Common examples
Attach the Storydoc proposal link to a deal record the moment the proposal is generated.
Store an intro deck link on a new lead record so SDRs can use it in follow-ups.
Add account-specific Storydoc links to organization profiles for long-term account management.
Recommended workflows
Workflow 1: Automatic intro deck for every new lead
Trigger: New Lead
Action: Create Storydoc version
Write-back: Update Lead → “Storydoc link” field
Workflow 2: Generate a proposal when a deal enters a “Proposal” stage
Trigger: Deal Matching Filter
Action: Create Storydoc version
Write-back: Update Deal → “Proposal link” field
Workflow 3: Follow-up doc after a completed activity
Trigger: Activity Matching Filter
Action: Create Storydoc version
Write-back: Update Deal → “Follow-up material” field