Google Mail
Google Mail
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Google Mail
Copy email to a Pipedrive deal
Copy email to a Pipedrive deal
Copy email to a Pipedrive deal
Copy email to a Pipedrive deal

Copy email to a Pipedrive deal

This playbook will create an email activity inside a Pipedrive deal using the currently opened Gmail thread.

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If the Pipedrive automatic email sync didn’t work for whatever reason, run this playbook to add the currently opened email to a Pipedrive deal of your choice.

You need to have a Gmail thread opened to run this playbook.

Here is how it works:

Explore more Pipedrive workflow automation examples.

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.

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Action Flow


When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

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Last update:
September 15, 2023

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