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.

Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.

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
Update email labels
Update email labels
Action
When email received
When email received
Trigger
Update Pipedrive person
Update Pipedrive person
Action
Find email thread from current page
Find email thread from current page
Action
Create Pipedrive deal
Create Pipedrive deal
Action
When label is added to email
When label is added to email
Trigger
Update a deal in Pipedrive
Update a deal in Pipedrive
Action
Send email
Send email
Action
When email is received
When email is received
Trigger
Create Pipedrive lead
Create Pipedrive lead
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
The #1 AI Automation Extension for Chrome

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?

Unfortunately, Bardeen is not able to download videos to your computer.

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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

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.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.