This automation scenario allows you to connect Email and Pipedrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Email and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Email
Triggers when an email is forwarded to your own custom **zapiermail.com** address.
Then this action happens in Pipedrive
Creates a new deal.
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive deals with new incoming emails.
Part I
First, we need to connect Email and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Email to Zapier.
Give Zapier access to your Email account, using Email credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Email
Choose the following trigger: New Inbound Email (Triggers when an email is forwarded to your own custom **zapiermail.com** address.).
Then set up an Action for Pipedrive
Choose this action: Create Deal (Creates a new deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Email and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive deals with new incoming emails!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
Pipedrive alternatives
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