In this how-to guide
- How to add a new person in Pipedrive for a new email received in Gmail
- 1. Set the Gmail trigger as "Email received"
- 2. Add the "Add person" in Pipedrive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Gmail and Pipedrive
- Related blog posts
- More how-to guides featuring Gmail and Pipedrive
How to add a new person in Pipedrive for a new email received in Gmail
Relay.app is an automation tool that lets you automate actions across Gmail, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Add person” action for each Gmail “Email received” event.
Gmail > PipedriveTrigger
Last triggered
Email received
Add person1
Set the Gmail trigger as "Email received"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.
Click "Add trigger" and select "Email received" under Gmail automation. Then, select the necessary details. This will allow your playbook to automatically detect new emails received in Gmail and initiate necessary actions.
If this is your first time using a Gmail integration in Relay.app, a prompt will guide you through the connection process.
2
Add the "Add person" in Pipedrive automation
Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new person for each specific email received in Gmail.
Click the "Add step" button, then locate the "Add person" automation for Pipedrive and input the mandatory and relevant details.
If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.
3
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new person in Pipedrive. Once turned on, it will respond to new emails received in Gmail by adding the sender as a new person in Pipedrive without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.
Add a new lead in Pipedrive for a new email received in Gmail
Automate lead generation by adding new leads in Pipedrive for every email received in Gmail. Relay.app simplifies this process seamlessly. With our integration, whenever a new email is received in Gmail, Relay.app promptly adds a corresponding lead in Pipedrive.
Stay organized and focused on nurturing leads with Relay.app.
Create a new draft email in Gmail for a new lead added in Pipedrive
Ensure prompt follow-up with new leads by automatically drafting emails in Gmail for individuals added in Pipedrive. Relay.app simplifies this seamlessly. With our integration, whenever a new lead is added in Pipedrive, Relay.app promptly creates a new draft email in Gmail.
Stay proactive and organized in your lead management with Relay.app.
Create a Gmail draft for every new Pipedrive contact
Want to ensure your Gmail drafts are ready to go when new contacts are added in Pipedrive? This integration simplifies the process. When a new contact is added in Pipedrive, the Relay.app promptly creates a draft email in Gmail.
This seamless connection ensures that your outreach is timely and efficient, saving you time and helping you stay organized in your communication efforts.
Automatically add a new Pipedrive person for each newly received email in Gmail
Struggling to keep your contacts updated in Pipedrive when receiving emails in Gmail? Say goodbye to manual data entry and hello to automated workflows with Relay.app.
With Relay.app's integration between Gmail and Pipedrive, you can automatically add new persons in Pipedrive for each newly received email in Gmail, ensuring seamless contact management and lead tracking.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Gmail emails with Pipedrive contacts, empowering you to stay organized and focused without the need for manual intervention.
Send a new email in Gmail for a new person added in Pipedrive
Efficiently stay in touch with new contacts by automating email notifications in Gmail for individuals added to Pipedrive. Relay.app simplifies this process seamlessly. With our integration, whenever a new person is added to Pipedrive, Relay.app promptly sends a new email in Gmail.
Keep your communication proactive and organized with Relay.app.
Create an automatic draft email in Gmail for any deal stage changes in Pipedrive
Learn how to configure a Relay.app playbook to automatically create a new draft email in Gmail for every deal stage change in Pipedrive.
By setting up this playbook, you ensure that whenever a deal's stage changes in Pipedrive, a corresponding draft email is automatically created in your Gmail account. This guide allows you to quickly draft messages or updates regarding deal progressions.
Send a new email in Gmail for a new deal added in Pipedrive
Learn how to set up a Relay.app playbook to automatically send a new email in Gmail for every new deal added in Pipedrive.
By configuring this playbook, you ensure that whenever a new deal is added in Pipedrive, a corresponding email is automatically sent from your Gmail account. This guide enhances communication and ensures that important updates regarding deals are promptly communicated via email.
Automatically create deals in Pipedrive from newly received Gmail emails
Want to ensure that every new lead from your Gmail inbox is seamlessly added to your Pipedrive sales pipeline? This integration simplifies the process. When a new email is received in Gmail, Relay.app swiftly creates a new deal in Pipedrive.
This seamless connection ensures that no opportunity is missed, helping you stay organized and proactive in your sales efforts.
Send a new email in Gmail for deal stage changes in Pipedrive
Learn how to configure a Relay.app playbook to automatically send a new email in Gmail for every deal stage change in Pipedrive.
By setting up this playbook, you ensure that whenever a deal's stage changes in Pipedrive, a corresponding email is automatically sent from your Gmail account.
This guide enhances communication and ensures that stakeholders/clients are promptly informed about important updates in deal progression.
Automatically send an email via Gmail for a newly added project in Pipedrive
Struggling to keep your team informed about new projects in Pipedrive via Gmail? Say goodbye to manual notifications and hello to streamlined workflows with Relay.app.
With Relay.app's integration between Pipedrive and Gmail, you can automatically send emails via Gmail for every newly added project in Pipedrive, ensuring seamless communication and collaboration.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive projects with Gmail emails, empowering your team to stay informed and connected without the need for manual intervention.
Automatically create a new email draft in Gmail for each project added in PIpedrive
Struggling to notify your team about new projects in Pipedrive via Gmail? Say goodbye to manual drafting and hello to automated workflows with Relay.app.
With Relay.app's integration between Pipedrive and Gmail, you can automatically create new email drafts in Gmail for each project added in Pipedrive, ensuring prompt communication and collaboration.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive projects with Gmail email drafts, empowering your team to stay organized and informed without the need for manual intervention.
Create a new Gmail draft for a new Pipedrive activity
Struggling to keep your team informed about new Pipedrive activities via Gmail? Say goodbye to manual drafting and hello to automated workflows with Relay.app.
With Relay.app's integration between Pipedrive and Gmail, you can automatically create new Gmail drafts for each new activity in Pipedrive, ensuring prompt communication and collaboration.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive activities with Gmail drafts, empowering your team to stay organized and informed without the need for manual intervention.
Send a new email in Gmail for new Pipedrive leads
Looking to automate your email outreach when new leads are added in Pipedrive? This integration offers a solution. Whenever a new lead is added in Pipedrive, the Relay.app automatically sends a new email in Gmail.
It's a seamless way to ensure that your leads are promptly engaged with personalized emails, saving you time and helping you stay on top of your sales efforts.
Create a new draft email in Gmail for a new deal added in Pipedrive
Learn how to set up a Relay.app playbook to automatically create a new draft email in Gmail for every new deal added in Pipedrive.
By configuring this playbook, you ensure that whenever a new deal is added in Pipedrive, a corresponding draft email is automatically created in your Gmail account. This guide enables you to quickly draft important messages or updates related to new deals.
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