Email
Pipedrive
zapier

An automated workflow using zapier

Connects Email + Pipedrive

Create Pipedrive deals with new incoming emails

About this workflow template

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.

Categories

Email and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create Pipedrive deals with new incoming emails
Workflow diagram: Email + Pipedrive integration

How it works?

When this trigger fires in Email

Email

New Inbound Email in Email

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive deals with new incoming emails.

Part I

Configure Applications

First, we need to connect Email and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Email to Zapier.

    Connect Email to Zapier.

    Give Zapier access to your Email account, using Email credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Email

    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

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Email and Pipedrive.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Email

    Send me an email

    This Action will send you an HTML based email. Images and links are supported.

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    actionbyifttt
  • Email

    Send outbound email

    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.

    zapier
    actionbyzapier
  • Email

    Send an email

    Sends a new email.

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    actionbyintegromatautomateio
  • Email

    Send yourself an email

    Send yourself an email

    pipedream
    actionbypipedream
  • Email

    Create a draft

    Creates and adds a new draft to a selected folder.

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    actionbyintegromat
  • Email

    Copy an email

    Copies an email or a draft into a selected folder.

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    actionbyintegromat

Apps you need

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