Gmail
Pipedrive
zapier

An automated workflow using zapier

Connects Gmail + Pipedrive

Create Pipedrive deals for new emails on Gmail

About this workflow template

This automation scenario allows you to connect Gmail 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

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

Diagram

Create Pipedrive deals for new emails on Gmail
Workflow diagram: Gmail + Pipedrive integration

How it works?

When this trigger fires in Gmail

Gmail

New Email in Gmail

Triggers when a new e-mail appears in the specified mailbox.

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 for new emails on Gmail.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail 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 Gmail

    Set up a Trigger action for Gmail

    Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).

  • 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 Gmail 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 for new emails on Gmail!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapieralbato
    triggerbyzapieralbato
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapier
    triggerbyzapier
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connectiftttalbato
    actionbyzapierintegratelypabbly-connectiftttalbato
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connectalbato
    actionbyzapierpabbly-connectalbato
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connectifttt
    actionbyzapierintegratelypabbly-connectifttt
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegratelypabbly-connectpipedreamalbato
    actionbyzapierautomateiointegratelypabbly-connectpipedreamalbato
  • Pipedrive

    Create a person

    Creates a person.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

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