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.

Communication
CRM
Time saving:
4 min

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.

5cadeeb5-296d-4972-adc0-70894523add2

How to integrate Notion

Before you can start using playbooks for Notion you have to set up Notion and the databases you want to use.
Learn how to integrate Notion
1

Launch Bardeen

Launch Bardeen with the shortcut (OPT+B) or by clicking the Bardeen icon in the Chrome extension bar.
2

Pick & run the playbook

Click on the highlighted card or type the playbook title in the search bar and press enter to execute.
Copy email to the related Pipedrive deal
playbook-id=5cadeeb5-296d-4972-adc0-70894523add2, playbook-rank=first
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Done
Launch Bardeen
Click on the extension icon or press OPT+B.
Got it