Gmail + Pipedrive
Create notes in Pipedrive for new Gmail emails
When a new email lands in your Gmail inbox, this workflow springs into action by instantly creating a note in Pipedrive. Saving time on manual data entry, this seamless solution ensures your customer relationship management system stays up-to-date with the latest email communications. It's an effortless way to integrate Gmail with Pipedrive within your workflow, enhancing efficiency and productivity.
When a new email lands in your Gmail inbox, this workflow springs into action by instantly creating a note in Pipedrive. Saving time on manual data entry, this seamless solution ensures your customer relationship management system stays up-to-date with the latest email communications. It's an effortless way to integrate Gmail with Pipedrive within your workflow, enhancing efficiency and productivity.
- When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Gmail
About Pipedrive
Related categories
Related Zap Templates
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Pipedrive deals for new emails on Gmail
- Create Pipedrive activities for new Gmail emails
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Send Gmail emails about new Pipedrive CRM deals
- Create new Pipedrive persons from new labeled Gmail emails
- Create Pipedrive deals from emails matching searches on Gmail
- Send Gmail emails with GIPHY GIFs whenever new deals are moved to new stages on Pipedrive
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail
- Send emails in Gmail when new activities match Pipedrive filters
- Create Pipedrive deals for new emails matching searches in Gmail
- Send Gmail emails for new Pipedrive leads
- Create Tilkee projects and send Gmail emails for new Pipedrive leads
- Send emails in Gmail for updated deals in Pipedrive
- Create Gmail drafts when Pipedrive deal stages are updated
- Create Gmail labels for new Pipedrive deals that match specific filters
- Create Pipedrive deals from new labeled Gmail emails
- Create Pipedrive activities for new labeled Gmail emails
- Create Pipedrive notes from new labeled Gmail emails
- Update Pipedrive deals when new Gmail attachments arrive
- Send email through Gmail when new persons match filter in Pipedrive
- Add labels to Gmail emails when new activities occur in Pipedrive
- Create Pipedrive activities for new matching Gmail emails
- Create new Pipedrive leads from new Gmail emails matching a specific search
- "send emails in Gmail for new people in Pipedrive"
- Create new Pipedrive leads from new Gmail emails
- Create drafts in Gmail for new leads in Pipedrive
- Create new Pipedrive leads from new Gmail threads
- Send emails via Gmail when organization matching filters occur in Pipedrive
- Create new Pipedrive persons from new Gmail emails matching search criteria
- Send new Pipedrive organizations details via Gmail emails
- Filter matching organizations in Pipedrive and create drafts in Gmail
- Manage new labeled Gmail emails with custom actions in Pipedrive
- Classify lead data based on emails with ChatGPT and add to Pipedrive
- Create drafts in Gmail for updated deals in Pipedrive
- Send Gmail emails to new Pipedrive leads with invalid phone numbers found by Numverify
- Create Gmail labels for new Pipedrive deals with this workflow
- Send emails in Gmail for new activities in Pipedrive
- Send emails from Gmail when deals get updated in Pipedrive
- Create new Pipedrive leads from new Gmail emails
- Create new Pipedrive leads from newly labeled Gmail emails
- Send Gmail emails with KLIPY GIFs when new Pipedrive deals match filters
- Add new followers in Pipedrive for new emails in Gmail
- Create new Pipedrive projects from new labeled Gmail emails
- When Pipedrive deals change, send account owner email and message in a Slack channel
- Send Xero invoices in Gmail for approval from updated Pipedrive stages
Related Zap Templates
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Create Pipedrive activities for new Gmail emails
- Create new Pipedrive persons from new labeled Gmail emails
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Create Pipedrive deals for new emails matching searches in Gmail
- Send emails in Gmail for updated deals in Pipedrive
- Create Pipedrive deals from new labeled Gmail emails
- Update Pipedrive deals when new Gmail attachments arrive
- Create Pipedrive activities for new matching Gmail emails
- Create new Pipedrive leads from new Gmail emails
- Send emails via Gmail when organization matching filters occur in Pipedrive
- Filter matching organizations in Pipedrive and create drafts in Gmail
- Create drafts in Gmail for updated deals in Pipedrive
- Send emails in Gmail for new activities in Pipedrive
- Create new Pipedrive leads from newly labeled Gmail emails
- Create new Pipedrive projects from new labeled Gmail emails
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Create Pipedrive deals from emails matching searches on Gmail
- Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail
- Send Gmail emails for new Pipedrive leads
- Create Gmail drafts when Pipedrive deal stages are updated
- Create Pipedrive activities for new labeled Gmail emails
- Send email through Gmail when new persons match filter in Pipedrive
- Create new Pipedrive leads from new Gmail emails matching a specific search
- Create drafts in Gmail for new leads in Pipedrive
- Create new Pipedrive persons from new Gmail emails matching search criteria
- Manage new labeled Gmail emails with custom actions in Pipedrive
- Send Gmail emails to new Pipedrive leads with invalid phone numbers found by Numverify
- Send emails from Gmail when deals get updated in Pipedrive
- Send Gmail emails with KLIPY GIFs when new Pipedrive deals match filters
- When Pipedrive deals change, send account owner email and message in a Slack channel
- Create Pipedrive deals for new emails on Gmail
- Send Gmail emails about new Pipedrive CRM deals
- Send Gmail emails with GIPHY GIFs whenever new deals are moved to new stages on Pipedrive
- Send emails in Gmail when new activities match Pipedrive filters
- Create Tilkee projects and send Gmail emails for new Pipedrive leads
- Create Gmail labels for new Pipedrive deals that match specific filters
- Create Pipedrive notes from new labeled Gmail emails
- Add labels to Gmail emails when new activities occur in Pipedrive
- "send emails in Gmail for new people in Pipedrive"
- Create new Pipedrive leads from new Gmail threads
- Send new Pipedrive organizations details via Gmail emails
- Classify lead data based on emails with ChatGPT and add to Pipedrive
- Create Gmail labels for new Pipedrive deals with this workflow
- Create new Pipedrive leads from new Gmail emails
- Add new followers in Pipedrive for new emails in Gmail
- Send Xero invoices in Gmail for approval from updated Pipedrive stages