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

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.