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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This playbook has been deprecated.
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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
Delete email
Delete email
Action
Update an organization in Pipedrive
Update an organization in Pipedrive
Action
When email received
When email received
Trigger
Create Pipedrive person
Create Pipedrive person
Action
Find Pipedrive organization
Find Pipedrive organization
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Update a deal in Pipedrive
Update a deal in Pipedrive
Action
Update email labels
Update email labels
Action
Find Pipedrive note
Find Pipedrive note
Action
Find Pipedrive lead
Find Pipedrive lead
Action
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FAQs

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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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