An automated workflow using zapier
Connects Pipedrive + Email
Get emails for new Pipedrive deals
About this workflow template
This automation scenario allows you to connect Pipedrive and Email
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.
Pipedrive and Email can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Pipedrive
New Deal in Pipedrive
Triggers when a new deal is created.
Then this action happens in Email
Send Outbound Email in Email
Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get emails for new Pipedrive deals.
Part I
Configure Applications
First, we need to connect Pipedrive and Email to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect Email to Zapier.
Give Zapier access to your Email account, using Email 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 Pipedrive
Choose the following trigger: New Deal (Triggers when a new deal is created.).
Then set up an Action for Email
Choose this action: Send Outbound Email (Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Email.
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 Get emails for new Pipedrive deals!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal matches a Pipedrive filter.
triggerbyzapierUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send an email from your own custom address. Up to 10 emails sent per hour.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioSend yourself an email
Send yourself an email
actionbypipedreamCreate a draft
Creates and adds a new draft to a selected folder.
actionbyintegromatCopy an email
Copies an email or a draft into a selected folder.
actionbyintegromat
Apps you need
Pipedrive alternatives
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