Guide

How to 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.
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1

Create your Relay.app playbook

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

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

Name your playbook with a unique title like "Email drafts via Gmail for Pipedrive updates" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Pipedrive trigger as “Deal stage changed”

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" in your playbook. Select the "Deal stage changed" trigger from the Pipedrive options from there. It will enable your playbook to identify deals' stages that have been changed and trigger necessary actions automatically.

If you still need to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

3

Add the "Create draft" in Gmail automation

Integrate the Gmail automation into your playbook to ensure the prompt creation of email drafts about the changes in the Pipedrive deals stage.

Click the "Add step" button, then locate the "Create draft" automation for Gmail and input the mandatory and relevant details.

If your Gmail 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 Gmail account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of new email drafts via Gmail. Once turned on, it will respond to deal stage changes in Pipedrive by creating an email draft via Gmail 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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