Guide

How to 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.
Gmail logoGmail > Pipedrive
Trigger
Last triggered
Gmail logoEmail received
Pipedrive logoAdd deal
1

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 deal" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new deal for each specific email received in Gmail.

Click the "Add step" button, then locate the "Add deal" 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 deal in Pipedrive. Once turned on, it will respond to new emails received in Gmail by adding a corresponding deal 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.

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