In this how-to guide
- How to send a new email in Outlook for a new deal added in Pipedrive
- 1. Set the Pipedrive trigger as “Deal added”
- 2. Add the "Send email" in Outlook automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Pipedrive and Outlook
- Related blog posts
- More how-to guides featuring Pipedrive and Outlook
How to send a new email in Outlook for a new deal added in Pipedrive
Relay.app is an automation tool that lets you automate actions across Pipedrive, Outlook, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook “Send email” action for each Pipedrive “Deal added” event.
Pipedrive > OutlookTrigger
Last triggered
Deal added
Send email1
Set the Pipedrive trigger as “Deal added”
Add the Pipedrive trigger to initiate your playbook's actions before adding deals.
To do this, click "Add trigger" in your playbook. Select the "Deal added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added deals and trigger necessary actions automatically.
If you have yet to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.
2
Add the "Send email" in Outlook automation
Integrate the Outlook automation into your playbook to ensure the email is promptly sent for each new deal added to Pipedrive.
Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.
If your Outlook 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 Outlook account.
3
Activate your Relay.app playbook
Activating your playbook is the final step to automate the automatic sending of new emails via Outlook. Once turned on, it will respond to a new deal added in Pipedrive by sending an email to the person via Outlook 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 person in Pipedrive from newly received Outlook emails
Want to keep your contact list in Pipedrive updated whenever you receive new emails in Outlook? This integration simplifies the process. When a new email arrives in your Outlook inbox, Relay.app automatically adds a new person to your Pipedrive account.
This seamless connection ensures that your CRM is always up-to-date, saving you time and helping you stay organized in managing your contacts.
Send a new email in Outlook when a new person is added in Pipedrive
Want to ensure prompt communication with your new contacts in Pipedrive? This integration simplifies the process. Whenever a new person is added in Pipedrive, the Relay.app swiftly sends a new email in Outlook.
This seamless connection ensures timely outreach, helping you nurture relationships effectively and capitalize on new opportunities without delay.
Create a draft email in Outlook for new Pipedrive contacts
Learn how to configure a Relay.app playbook to automatically create a new draft email in Outlook for every new person added in Pipedrive.
By setting up this playbook, you ensure that whenever a new person is added to Pipedrive, a corresponding draft email is automatically created in your Outlook account. This integration allows you to quickly draft personalized messages or follow-up emails for new contacts.
Send a new email in Outlook for a new lead added in Pipedrive
Learn how to set up a Relay.app playbook to automatically send a new email in Outlook for every new lead added in Pipedrive.
By configuring this playbook, you ensure that whenever a new lead is added in Pipedrive, a corresponding email is automatically sent from your Outlook account. This integration enhances productivity and ensures that communication with leads is initiated promptly.
Create a new draft email in Outlook for a new deal added in Pipedrive
Learn how to set up a Relay.app playbook to automatically create a new draft email in Outlook 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 Outlook account. This guide enables you to quickly draft important messages or updates related to new deals.
Add a new deal in Pipedrive for a new email received in Outlook
Ensure efficient deal management by automatically adding new deals in Pipedrive for emails received in Outlook. With our integration, whenever a new email is received in Outlook, Relay.app promptly adds a corresponding deal in Pipedrive.
Stay organized and focused on closing deals with Relay.app.
Send a new email in Outlook for a deal stage changed in Pipedrive
Learn how to configure a Relay.app playbook to automatically send a new email in Outlook 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 Outlook account. This guide enhances communication and ensures that stakeholders are promptly informed about important updates in deal progression.
Send a new email in Outlook for new Pipedrive leads
Learn how to set up a Relay.app playbook to automatically send a new email in Outlook for every new lead added in Pipedrive.
By configuring this playbook, you ensure that whenever a new lead is added in Pipedrive, a corresponding email is automatically sent from your Outlook account. This integration enhances productivity and ensures that communication with leads is initiated promptly.
Create a new draft email in Outlook for deal stage changes in Pipedrive
Streamline your communication workflow with automated email drafting in Outlook for deal stage changes in Pipedrive. With our integration, whenever a deal stage changes in Pipedrive, Relay.app promptly creates a new draft email in Outlook.
Stay proactive and keep your communication aligned with Relay.app.
Add a new Pipedrive person for a newly received email In Outlook
Struggling to keep your contacts updated in Pipedrive when receiving emails in Outlook? Say goodbye to manual data entry and hello to automated workflows with Relay.app.
With Relay.app's integration between Outlook and Pipedrive, you can automatically add new people in Pipedrive for every newly received email in Outlook, ensuring seamless contact management and lead tracking.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Outlook emails with Pipedrive contacts, empowering you to stay organized and focused without the need for manual intervention.
Automatically send an email via Outlook for a newly added project in Pipedrive
Tired of manually notifying stakeholders about new projects in Pipedrive through Outlook? Streamline your workflow with Relay.app.
With Relay.app's integration between Pipedrive and Outlook, you can automatically send emails via Outlook for every newly added project in Pipedrive, ensuring seamless communication and project management.
In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive projects with Outlook emails, empowering you to stay organized and communicate effectively without the need for manual intervention.
Create a new draft email in Outlook when a new lead is added in Pipedrive
Want to kickstart your email outreach as soon as a new lead enters Pipedrive? This integration has you covered. When a fresh lead is added to your Pipedrive account, Relay.app promptly drafts an email in Outlook.
This seamless connection ensures you're quick off the mark in reaching out to potential clients, helping you capitalize on new opportunities and streamline your sales process.
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