Copy email to a Pipedrive deal

Streamline your sales process by automating your CRM tasks with Bardeen. This playbook specifically focuses on creating an email activity within a Pipedrive deal, directly using the email threads from Gmail. This saves the time of manually copying crucial communication into Pipedrive, ensuring that all relevant deal information is up-to-date and easily accessible, thus helping you to close deals more efficiently.

Here's how this workflow copies an email to a Pipedrive deal:

• Step 1: Locate Gmail Thread - Bardeen begins by identifying the open Gmail thread in your current browser tab. Gmail's extensive email management features keep all your communication neatly organized for this step.
• Step 2: Create Pipedrive Activity - Next, Bardeen creates an email activity within a Pipedrive deal using the subject line of the email thread identified. You'll need to specify which deal to associate this activity with. Pipedrive is a CRM designed to boost your sales productivity.