Pipedrive
Google Mail
playbook Template

Send an email to a Pipedrive contact

This playbook will send an email to a Pipedrive contact.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find Pipedrive person
Action
Send email
Action

Effective communication with leads and contacts is essential for successful sales prospecting. Bardeen’s playbook for sending an email to a Pipedrive contact automates this process, saving time and ensuring prompt follow-ups. With Pipedrive as your CRM, you can keep track of interactions and maintain relationships, while Bardeen's automation capabilities allow you to send emails without leaving the Pipedrive environment.

Here's how this workflow sends an email to a Pipedrive contact:

  • Step 1: Find Pipedrive Contact - Bardeen locates the contact in Pipedrive using their name or email. This step ensures that the email is sent to the correct individual in your CRM.
  • Step 2: Send Email - Once the contact is found, Bardeen sends an email via Gmail directly to the contact's email address. You'll need to specify the subject of the email.
Run this Google Mail automation with Bardeen in minutes.

How to run the playbook

This playbook will send an email to a Pipedrive contact.

Pretty simple, right?

Now, you no longer need to navigate to Gmail or Pipedrive to send quick emails. Instead, do it with a shortcut from anywhere on your computer.

Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Uncover supplementary integration possibilities for Google Mail integrations, Pipedrive integrations, or Google and Pipedrive combined, or OpenAI and Pipedrive integrations, or modify the playbook to better fit your particular workflow requirements.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send an email to a Pipedrive contact
Send an email to a Pipedrive contact
Send an email to a Pipedrive contact
Types:
Both
Actions
Triggers
When email is received
When email is received
Trigger
Create Pipedrive lead
Create Pipedrive lead
Action
Create Pipedrive person
Create Pipedrive person
Action
Find Pipedrive organization
Find Pipedrive organization
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Update email labels
Update email labels
Action
Create Pipedrive note
Create Pipedrive note
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Find Pipedrive person
Find Pipedrive person
Action
Archive email
Archive email
Action
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