Pipedrive
Email
zapier

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.

Categories

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

Diagram

Get emails for new Pipedrive deals
Workflow diagram: Pipedrive + Email integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

New Deal in Pipedrive

Triggers when a new deal is created.

Then this action happens in Email

Email

Send Outbound Email in 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 **zapiermail.com** address.

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.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

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

  • Connect Email to Zapier.

    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

    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

    Then set up an Action for Email

    Choose this action: 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 **zapiermail.com** address.).

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 Pipedrive and Email.

  • 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 Get emails for new Pipedrive deals!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    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.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Email

    Send me an email

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

    ifttt
    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.

    integromatautomateio
    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.

    integromat
    actionbyintegromat
  • Email

    Copy an email

    Copies an email or a draft into a selected folder.

    integromat
    actionbyintegromat

Apps you need

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Zapier

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