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.
Pipedrive and Gmail can also be integrated using automation tools other than zapier:
When this trigger fires in Pipedrive
Triggers when a deal newly matches a Pipedrive filter for the first time.
Then this action happens in Gmail
Create and send a new email message.
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
First, we need to connect Pipedrive and Gmail 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 Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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 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
Choose this action: Send Email (Create and send a new email message.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Gmail.
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!
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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