Integrations used
Time saving
2 min
Action
Enrich
description
This Playbook will enrich a contact from the currently opened email in Gmail and create a Pipedrive person with the information.
playbook Template
Enrich and export a Gmail contact to Pipedrive as a new person
This Playbook will enrich a contact from the currently opened email in Gmail and create a Pipedrive person with the information.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Find email thread from current page
Action
Get a person's data from email address
Action
Create Pipedrive person
Action
How to run the playbook
Navigating the process of enriching contact information from emails manually can be quite laborious. This Playbook is here to streamline this task efficiently. It seamlessly enriches contact details from the currently open email in Gmail and subsequently generates a new person entry in Pipedrive.
Consider this scenario: You're diligently sorting through your inbox, managing numerous leads and contacts. Rather than toggling between platforms to update your CRM, this automation handles the heavy lifting for you. With a simple click, contact information is enriched and neatly organized in Pipedrive, ready for further action.
Manual data entry is not only time-consuming but also prone to errors, potentially compromising the integrity of your CRM. And without automation, there's a risk of missing out on valuable leads, impacting your ability to effectively nurture relationships and close deals.
Whether you're responding to sales inquiries, nurturing leads, or organizing your contacts efficiently, this Playbook ensures that your Pipedrive remains updated and optimized, allowing you to focus on strategic tasks and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Gmail and Pipedrive
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail and Pipedrive.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input” and checkmark Gmail and Pipedrive. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to enrich and export a Gmail contact to Pipedrive as a new person
Go to an email in Gmail and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).
When you run the playbook, it will enrich a contact from the currently opened email in Gmail and create a Pipedrive person with the information.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.