Qualify and create a Pipedrive person when email is received in Gmail

Tired of sifting through a flood of emails just to find potential leads? Say goodbye to manual lead qualification with this automation solution. Picture effortlessly sorting through your Gmail inbox as our automation swiftly identifies and qualifies leads according to your personalized criteria. No more wasted time on repetitive tasks, no more missed opportunities buried in your inbox.

Imagine this: You're a busy sales professional, juggling multiple tasks. Instead of tediously combing through emails, our automation does the heavy lifting, instantly flagging promising leads based on your specified parameters. Whether it's identifying key decision-makers or pinpointing high-potential prospects, this tool streamlines your workflow and ensures you never overlook valuable opportunities.

Now, envision those qualified leads seamlessly syncing with your Pipedrive CRM, creating new contacts with just a click. With this automation, you're not just saving time—you're optimizing your sales process, maximizing efficiency, and staying one step ahead of the competition.

Let’s set it up!

Step 1: Pin the playbook and integrate Gmail and Pipedrive

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and Pipedrive.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the autobook card. The setup flow will start. Bardeen will ask you to specify the qualification criteria for the emails.

Click on “Save & Activate Autobook”. You can edit Inputs later by hovering over the autobook. 

Step 2: Run the automation to get qualify and create a Pipedrive person when email is received in Gmail

Make sure the automation is activated (toggled on).

The automation will scan all incoming emails in Gmail and qualify leads based on your custom criteria. It will then save the qualified leads to Pipedrive as new persons.