Create a Pipedrive note with the summary of an email

Get ready to streamline your email management with this automation. Say goodbye to the hassle of manually creating notes and hello to effortless organization.

This automation simplifies the process by automatically generating a Pipedrive note with a concise summary of your email. No more wasting time copying and pasting information or struggling to remember important details.

 By having a centralized hub where you can access all your email summaries at a glance, you can say goodbye to sifting through endless threads or searching for critical information.

Whether you're a sales professional keeping track of customer interactions or a team leader staying on top of important email communications, this automation is here to enhance your productivity, save time, and ensure that no valuable details slip through the cracks.

Enjoy the benefits of seamless organization and never miss a beat again.

Let’s set it up!

Step 1: Pin the playbook and integrate Pipedrive and Gmail.

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Pipedrive and Gmail.

Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify an email, an organization in Pipedrive, a Pipedrive person and an optional deal to save the note to.

Click on “Save Input” and checkmark Pipedrive. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to create Pipedrive note from Gmail

Whenever you want to create a note in Pipedrive from an email, press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen. Click on the playbook card and specify the email.

Bardeen will use OpeAI to summarize the email and save it as a note in Pipedrive.

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

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

You can also find more about how to increase your personal productivity and streamline your sales and prospecting process. Explore our Pipedrive workflow automations guide to supercharge your CRM workflows with Bardeen.