Guide

How to add a new person in Pipedrive for a new email received in Gmail

Want to ensure that every new contact you correspond with via email is seamlessly added to your Pipedrive account? This integration simplifies the process. When a new email is received in Gmail, Relay.app swiftly creates a new person in Pipedrive. This seamless connection ensures that your contact list is always up-to-date, helping you stay organized and responsive in managing your customer relationships.
Gmail logoPipedrive logo
1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Gmail and Pipedrive for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Save new Gmail contacts to Pipedrive" and select a relevant emoji, such as 📝, to easily identify it.

2

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.

3

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.

4

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.

Get started with Relay.app

Sign up now and get started with your playbook today