Enrich and export a Gmail contact to Pipedrive as a new person
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How does this automation work?
How to run the playbook
Navigating the process of enriching contact information from emails manually can be quite laborious. This Playbook is here to streamline this task efficiently. It seamlessly enriches contact details from the currently open email in Gmail and subsequently generates a new person entry in Pipedrive.
Consider this scenario: You're diligently sorting through your inbox, managing numerous leads and contacts. Rather than toggling between platforms to update your CRM, this automation handles the heavy lifting for you. With a simple click, contact information is enriched and neatly organized in Pipedrive, ready for further action.
Manual data entry is not only time-consuming but also prone to errors, potentially compromising the integrity of your CRM. And without automation, there's a risk of missing out on valuable leads, impacting your ability to effectively nurture relationships and close deals.
Whether you're responding to sales inquiries, nurturing leads, or organizing your contacts efficiently, this Playbook ensures that your Pipedrive remains updated and optimized, allowing you to focus on strategic tasks and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Gmail and Pipedrive
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 Gmail and Pipedrive.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input” and checkmark Gmail and Pipedrive. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to enrich and export a Gmail contact to Pipedrive as a new person
Go to an email in Gmail and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will enrich a contact from the currently opened email in Gmail and create a Pipedrive person with the information.
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