Copy email to a Pipedrive deal

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

Communication
CRM
Time saving:
4 min

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.

6435974b-4568-4b2e-99a7-3a49125eacee

How to integrate Notion

Before you can start using playbooks for Notion you have to set up Notion and the databases you want to use.
Learn how to integrate Notion
1

Launch Bardeen

Launch Bardeen with the shortcut (OPT+B) or by clicking the Bardeen icon in the Chrome extension bar.
2

Pick & run the playbook

Click on the highlighted card or type the playbook title in the search bar and press enter to execute.
Copy email to a Pipedrive deal
playbook-id=6435974b-4568-4b2e-99a7-3a49125eacee, playbook-rank=first
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Done
Launch Bardeen
Click on the extension icon or press OPT+B.
Got it