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
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Find Pipedrive person
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Steps:

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.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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