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Google Mail
Copy email to a Pipedrive deal
Pipedrive
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 our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:
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Creator
Bardeen
Last update:
February 16, 2022

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