Google Mail
Pipedrive
playbook Template

Get all Pipedrive contacts from an email thread

This playbook will find all Pipedrive contacts from the currently opened email tread.

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 email thread from current page
Action
Find Pipedrive person
Action

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 playbook

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
Forward email
Forward email
Action
Find Pipedrive note
Find Pipedrive note
Action
Create Pipedrive note
Create Pipedrive note
Action
Find emails
Find emails
Action
Update a deal in Pipedrive
Update a deal in Pipedrive
Action
When label is added to email
When label is added to email
Trigger
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Create Pipedrive lead
Create Pipedrive lead
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Create draft email
Create draft email
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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