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.
Learn more about the awesome sales and prospecting automation available.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!