Google Mail
Pipedrive
Workflow Template

Get all Pipedrive contacts from an email thread

This playbook will find all Pipedrive contacts from the currently opened email tread.
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Find email thread from current page
Action
Find Pipedrive person
Action

How does this automation work?

Bardeen's workflow automation facilitates the integration of Pipedrive contacts with your email threads, helping you to identify and manage your sales prospects efficiently. As emails are a core component of sales communications, having the ability to quickly identify contacts and their information within Pipedrive directly from an email thread can significantly enhance your productivity and response time.

Here's how this workflow retrieves all Pipedrive contacts from an open email thread:

  • Step 1: Identify Email Thread - The command initiates by locating the currently open email thread in Gmail, leveraging its robust search capabilities to ensure you're working with the correct conversation.
  • Step 2: Retrieve Pipedrive Contacts - Next, Bardeen searches for any Pipedrive contacts that correspond to the email recipients found in the thread from the previous step, organizing your CRM contacts and streamlining your workflow.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow


Pulling up the right contacts from CRM takes too much time, attention and more copying-pasting than you’d like. 


Next time you browse Gmail, run this playbook to find the Pipedrive contacts associated with the currently opened thread.

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.

Learn more about the awesome sales and prospecting automation available.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Get all Pipedrive contacts from an email thread
Get all Pipedrive contacts from an email thread
Get all Pipedrive contacts from an email thread
Types:
Both
Actions
Triggers
Find Pipedrive person
Find Pipedrive person
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Reply to email
Reply to email
Action
Find emails
Find emails
Action
Update Pipedrive person
Update Pipedrive person
Action
Forward email
Forward email
Action
When email received
When email received
Trigger
Create Pipedrive deal
Create Pipedrive deal
Action
Archive email
Archive email
Action
Send email
Send email
Action
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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.

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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”.

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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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