Integrations used
Time saving
4 min
Action
Copy
description
This playbook will create an email activity inside a Pipedrive deal associated with an email recipient from the currently opened Gmail thread.
playbook Template
Copy email to the related Pipedrive deal
This playbook will create an email activity inside a Pipedrive deal associated with an email recipient from 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
Find Pipedrive person
Action
Find Pipedrive deals
Action
Create Pipedrive activity
Action
Bardeen's workflow automation offers a seamless way to integrate your Gmail communications directly into Pipedrive deals, ensuring that every email correspondence is tracked and associated with the right deal. This can be invaluable for sales teams who rely on timely and organized email follow-ups to close deals efficiently. With this playbook, you'll be able to automatically create activities within Pipedrive, saving time and reducing the chance of human error.
Here's how this workflow copies an email to the related Pipedrive deal:
- Step 1: Identify Gmail Thread - The workflow begins by finding the current email thread in Gmail, ensuring the right conversation is being referenced for the Pipedrive activity.
- Step 2: Locate Pipedrive Contact - Next, Bardeen searches for the relevant person in Pipedrive by matching the email recipients to existing contacts in the CRM.
- Step 3: Find Related Pipedrive Deal - Once the contact is identified, the workflow finds Pipedrive deals associated with that particular person.
- Step 4: Create Pipedrive Activity - Finally, an activity is created in Pipedrive, using the subject line of the Gmail thread as the title, and linking it to the identified deal and person.
How to run the playbook
When you are on a Gmail thread, run this playbook to log the email to the related Pipedrive deal with one click.
Bardeen will find a deal associated with one of the email participants on the thread and add a deal activity.
If you want to manually choose which deal to associate the email thread with, try this playbook instead.
Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.
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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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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.