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Google Mail
Copy email to the related Pipedrive deal
Pipedrive
Copy email to the related Pipedrive deal
Copy email to the related Pipedrive deal
Copy email to the related Pipedrive deal

Copy email to the related Pipedrive deal

This playbook will create an email activity inside a Pipedrive deal associated with an email recipient from the currently opened Gmail thread.

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When you are on a Gmail thread, run this playbook to log the email to the related Pipedrive deal with one click. 


Bardeen will find a deal associated with one of the email participants on the thread and add a deal activity.



If you want to manually choose which deal to associate the email thread with, try this playbook instead.

Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:
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Creator
Bardeen
Last update:
January 31, 2023

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