Copy email to the related Pipedrive deal

Steps:

Bardeen's workflow automation offers a seamless way to integrate your Gmail communications directly into Pipedrive deals, ensuring that every email correspondence is tracked and associated with the right deal. This can be invaluable for sales teams who rely on timely and organized email follow-ups to close deals efficiently. With this playbook, you'll be able to automatically create activities within Pipedrive, saving time and reducing the chance of human error.

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

• Step 1: Identify Gmail Thread - The workflow begins by finding the current email thread in Gmail, ensuring the right conversation is being referenced for the Pipedrive activity.
• Step 2: Locate Pipedrive Contact - Next, Bardeen searches for the relevant person in Pipedrive by matching the email recipients to existing contacts in the CRM.
• Step 3: Find Related Pipedrive Deal - Once the contact is identified, the workflow finds Pipedrive deals associated with that particular person.
• Step 4: Create Pipedrive Activity - Finally, an activity is created in Pipedrive, using the subject line of the Gmail thread as the title, and linking it to the identified deal and person.

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.