Connect Email by Zapier and Pipedrive to unlock the power of automation
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Set up your first integration
Quickly connect Email by Zapier to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Email by Zapier with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Inbound Email" from Email by Zapier.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Email by Zapier and Pipedrive, automating your workflow.
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Frequently Asked Questions about Email by Zapier + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Email by Zapier and Pipedrive
Can I automatically create a new contact in Pipedrive when an email is received?
Yes, you can set up a Zap using our Email by Zapier integration to trigger whenever a new email is received. You can then use the Pipedrive integration to automatically create a new contact based on the information from the email.
Is it possible to incorporate specific email data into Pipedrive deals?
Absolutely! When you set a new email as a trigger, you can map specific fields of the email content, such as subject line or sender details, into Pipedrive deal fields. This allows for enriched data transfer between your emails and Pipedrive deals.
What happens if multiple emails are received at once—are they all added to Pipedrive?
Our platform is capable of handling multiple triggers simultaneously, so each qualifying email will trigger separate actions. This ensures that every relevant email results in an individual action being taken within Pipedrive.
Can we update existing contacts in Pipedrive through an incoming email?
Yes, you can configure your Zap to search for existing contacts upon receiving an incoming email and update those contacts with new information extracted from the email.
Is there a way to categorize and tag Pipedrive entries based on content from emails?
You can extract specific keywords or phrases from incoming emails and use them as criteria in your Zap to tag or categorize entries within Pipedrive accordingly.
How do we handle failed integrations between Email by Zapier and Pipedrive?
We provide detailed logs for each task performed within our platform. If an integration fails, you can review these logs to identify what went wrong and retry the operation once corrections are made.
Are there predefined templates for common workflows between Email by Zapier and Pipedrive?
We offer various templates that cover common use cases like capturing leads from emails, updating deals, or assigning tasks based on certain criteria found in your emails. These templates simplify setting up integrations without starting from scratch.
Practical ways you can use Email by Zapier and Pipedrive
Follow up with leads from email.
When a new email is forwarded to a zapiermail.com address tagged as a lead, automatically create a new lead in Pipedrive. This ensures business owners don't miss potential customers and can start nurturing leads quickly.
Business Owner
Monitor emails for system vulnerabilities.
If a specific email indicating a system vulnerability is sent to a zapiermail.com address, automatically create an activity in Pipedrive for tracking. This helps prioritize and address security concerns promptly.
ITNotify team about Pipedrive deal updates.
When a deal's stage is updated in Pipedrive, trigger an email via zapiermail.com to notify the marketing team. This keeps everyone informed about key sales progress and aligns team efforts.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
- Setup Directions
Try ItTriggerInstant- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
