Integrations used
Time saving
4 min
Action
Copy
description
This playbook will create an email activity inside a Pipedrive deal using the currently opened Gmail thread.
playbook Template
Copy email to a Pipedrive deal
This playbook will create an email activity inside a Pipedrive deal using the currently opened Gmail thread.
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
Create Pipedrive activity
Action
Streamline your sales process by automating your CRM tasks with Bardeen. This playbook specifically focuses on creating an email activity within a Pipedrive deal, directly using the email threads from Gmail. This saves the time of manually copying crucial communication into Pipedrive, ensuring that all relevant deal information is up-to-date and easily accessible, thus helping you to close deals more efficiently.
Here's how this workflow copies an email to a Pipedrive deal:
- Step 1: Locate Gmail Thread - Bardeen begins by identifying the open Gmail thread in your current browser tab. Gmail's extensive email management features keep all your communication neatly organized for this step.
- Step 2: Create Pipedrive Activity - Next, Bardeen creates an email activity within a Pipedrive deal using the subject line of the email thread identified. You'll need to specify which deal to associate this activity with. Pipedrive is a CRM designed to boost your sales productivity.
How to run the playbook
If the Pipedrive automatic email sync didn’t work for whatever reason, run this playbook to add the currently opened email to a Pipedrive deal of your choice.
You need to have a Gmail thread opened to run this playbook.
Here is how it works:
Explore more Pipedrive workflow automation examples.
Uncover supplementary integration possibilities for Google Mail integrations, Pipedrive integrations, or Google and Pipedrive combined, or modify the playbook to better fit your particular workflow requirements.
Learn more about the awesome sales and prospecting automation available.
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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.