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.
Gmail and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when a new e-mail appears in the specified mailbox.
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 for new emails on Gmail.
Part I
First, we need to connect Gmail and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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 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
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 Gmail 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 for new emails on Gmail!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Pipedrive alternatives
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