An automated workflow using zapier
Connects Pipedrive + Gmail
Send Gmail emails about new Pipedrive CRM deals
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 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 Gmail 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 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 Gmail emails about new Pipedrive CRM deals.
Part I
Configure Applications
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
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 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
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 Gmail emails about new Pipedrive CRM deals!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
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Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatoNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
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Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectiftttalbatoCreate person
Creates a new person.
actionbyzapierpabbly-connectalbatoCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectiftttCreate lead
Creates a new lead.
actionbyzapierintegratelypabbly-connectalbatoUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelypabbly-connectpipedreamalbatoCreate a person
Creates a person.
actionbyintegromatpabbly-connect
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