Copy email to a Pipedrive deal

Steps:

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.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.