ClearbitGoogle MailPipedrive
Workflow Template

Create a new Pipedrive person when a label is added in Gmail

This automation will create a new Pipedrive person when a label is added to an Email in Gmail. It will use Clearbit to retrieve information.
The #1 free AI Automation extension for Chrome
When label is added to email
Trigger
Find social media links from email
Action
Create Pipedrive person
Action
When label is added to email
Trigger
Find social media links from email
Action
Create Pipedrive person
Action

How does this automation work?

Automating your sales prospecting efforts can greatly increase efficiency and Bardeen's workflow for Pipedrive helps do just that by creating a new person in your CRM when an email is labeled in Gmail. This automation takes advantage of Clearbit’s enrichment capabilities to enhance the contact details with valuable information such as social media links, which can be pivotal for relationship building and personalized outreach.

Here is how this workflow creates a new Pipedrive person from a labeled Gmail email:

  • Step 1: Trigger on Gmail label - When a specific label is added to an email in your Gmail account, Bardeen will use this as a trigger to initiate the workflow.
  • Step 2: Enrich email data with Clearbit - Clearbit will take the email address from the labeled email and enrich it with additional details like social media profiles, aiding in creating a comprehensive contact profile.
  • Step 3: Create new person in Pipedrive - With the enriched data from Clearbit, Bardeen then creates a new person in Pipedrive, ensuring your CRM is automatically updated with new prospects as you work through your inbox.
Run this Clearbit automation with Bardeen in minutes.

How to run the workflow

In the hustle and bustle of the business world, managing customer relationships can be a real challenge. The last thing you need is the tedious task of manually inputting data from emails into your CRM system. But worry not, because this automation is here to save the day!

By leveraging the power of Clearbit and seamless integration with Gmail and Pipedrive, this automation simplifies the creation of new contacts. When a specific label is added to an email in Gmail, the playbook automatically retrieves valuable information from Clearbit, such as contact details and company insights. Say goodbye to the tedious task of copying and pasting!

Whether you're a sales professional looking to capture leads or a customer support agent wanting to update customer profiles, this automation saves you valuable time while ensuring accurate data entry. Seamlessly connect your email interactions to your CRM and focus on building meaningful relationships with your customers, knowing that your contact information is up to date.

Let’s set it up!

Step 1: Integrate Pipedrive and Gmail

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive.

Bardeen will then prompt you to specify a label in Gmail that will trigger this automation.

Step 2: Turn on the automation to create Pipedrive person  from Gmail

Make sure the automation is activated (toggled on).

When you add the specified label to an email, it will use Clearbit to get information using the email address of the sender of the email and create a new Pipedrive person with the information.

💪 Pro Tip: Pair this automation with our other playbooks like Copy email to a Pipedrive deal or Get all Pipedrive contacts from an event to save time on manual tasks!

You can also edit the playbook and add your next action to further customize the automation.

Find more Pipedrive integrations, Gmail integrations and Pipedrive and Gmail integrations.

You can also find more about how to improve your personal productivity and automate your sales workflow. Explore our Pipedrive workflow automations examples to supercharge your CRM workflows with Bardeen.

Run this Clearbit automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a new Pipedrive person when a label is added in Gmail
Create a new Pipedrive person when a label is added in Gmail
Create a new Pipedrive person when a label is added in Gmail
Types:
Both
Actions
Triggers
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Create Pipedrive deal
Create Pipedrive deal
Action
Find company info
Find company info
Action
Reply to email
Reply to email
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Create Pipedrive activity
Create Pipedrive activity
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Find emails
Find emails
Action
Find social media links from email
Find social media links from email
Action
When email is received
When email is received
Trigger
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

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Clearbit
Clearbit
Google Mail
Google Mail
Pipedrive
Pipedrive
This is some text inside of a div block.
When label is added to email label (Argument: Label)
Autobook Icon
Clearbit
Create a new Pipedrive person when a label is added in Gmail
Google Mail
Create a new Pipedrive person when a label is added in Gmail
Pipedrive
Create a new Pipedrive person when a label is added in Gmail

Create a new Pipedrive person when a label is added in Gmail

This automation will create a new Pipedrive person when a label is added to an Email in Gmail. It will use Clearbit to retrieve information.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

In the hustle and bustle of the business world, managing customer relationships can be a real challenge. The last thing you need is the tedious task of manually inputting data from emails into your CRM system. But worry not, because this automation is here to save the day!

By leveraging the power of Clearbit and seamless integration with Gmail and Pipedrive, this automation simplifies the creation of new contacts. When a specific label is added to an email in Gmail, the playbook automatically retrieves valuable information from Clearbit, such as contact details and company insights. Say goodbye to the tedious task of copying and pasting!

Whether you're a sales professional looking to capture leads or a customer support agent wanting to update customer profiles, this automation saves you valuable time while ensuring accurate data entry. Seamlessly connect your email interactions to your CRM and focus on building meaningful relationships with your customers, knowing that your contact information is up to date.

Let’s set it up!

Step 1: Integrate Pipedrive and Gmail

Click the “Try it” button at the top of this page to get this Autobook saved.

You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive.

Bardeen will then prompt you to specify a label in Gmail that will trigger this automation.

Step 2: Turn on the automation to create Pipedrive person  from Gmail

Make sure the automation is activated (toggled on).

When you add the specified label to an email, it will use Clearbit to get information using the email address of the sender of the email and create a new Pipedrive person with the information.

💪 Pro Tip: Pair this automation with our other playbooks like Copy email to a Pipedrive deal or Get all Pipedrive contacts from an event to save time on manual tasks!

You can also edit the playbook and add your next action to further customize the automation.

Find more Pipedrive integrations, Gmail integrations and Pipedrive and Gmail integrations.

You can also find more about how to improve your personal productivity and automate your sales workflow. Explore our Pipedrive workflow automations examples to supercharge your CRM workflows with Bardeen.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

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Last update:
January 31, 2024
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