Pipedrive
Google Mail
Workflow Template

Send an email to a Pipedrive contact

This playbook will send an email to a Pipedrive contact.
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Find Pipedrive person
Action
Send email
Action

How does this automation work?

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.
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How to run the workflow


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 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
Find emails
Find emails
Action
Create Pipedrive deal
Create Pipedrive deal
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Create Pipedrive person
Create Pipedrive person
Action
Find email thread from current page
Find email thread from current page
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Archive email
Archive email
Action
Create draft email
Create draft email
Action
Find Pipedrive person
Find Pipedrive person
Action
When email is sent to my trigger address
When email is sent to my trigger address
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?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

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Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

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Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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