How to send a new email in Gmail for a new person added in Pipedrive 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 automatically run the “send email” action in Gmail for each person added in Pipedrive using
Pipedrive logoPipedrive > Gmail
Last triggered
Pipedrive logoPerson added
Gmail logoSend email

Set the Pipedrive trigger as “Person added”

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 "Person added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to automatically identify newly added contacts and trigger necessary actions.

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


Add the "Send email" in Gmail automation

Integrate the Gmail automation into your playbook to ensure that
you can promptly send the email for each person added in Pipedrive.

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

If your Gmail account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your Gmail account.


ctivate your playbook

Activating your playbook is the final step to automate the automatic sending of email in Gmail. Once turned on, it will respond to new person added in Pipedrive by sending a new email in 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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