Google Mail
Pipedrive
Workflow Template

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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Find email thread from current page
Action
Find Pipedrive person
Action
Find Pipedrive deals
Action
Create Pipedrive activity
Action

How does this automation work?

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.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

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.

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.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy email to the related Pipedrive deal
Copy email to the related Pipedrive deal
Copy email to the related Pipedrive deal
Types:
Both
Actions
Triggers
When email is starred
When email is starred
Trigger
Forward email
Forward email
Action
Find Pipedrive note
Find Pipedrive note
Action
Find Pipedrive person
Find Pipedrive person
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Send email
Send email
Action
Find emails
Find emails
Action
When email is received
When email is received
Trigger
Update email labels
Update email labels
Action
Create Pipedrive activity
Create Pipedrive activity
Action
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