Pipedrive
Gmail
zapier

An automated workflow using zapier

Connects Pipedrive + Gmail

Send emails in Gmail when new deals are added to a stage on Pipedrive

About this workflow template

This automation scenario allows you to connect Pipedrive and Gmail

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 Gmail can also be integrated using automation tools other than zapier:

Diagram

Send emails in Gmail when new deals are added to a stage on Pipedrive
Workflow diagram: Pipedrive + Gmail integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

Deal Matching Filter in Pipedrive

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

Then this action happens in Gmail

Gmail

Send Email in Gmail

Create and send a new email message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send emails in Gmail when new deals are added to a stage on Pipedrive.

Part I

Configure Applications

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

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail 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: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).

  • Then set up an Action for Gmail

    Then set up an Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

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 Gmail.

  • 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 Send emails in Gmail when new deals are added to a stage on Pipedrive!

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

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