Gmail + Google Drive + Formatter by Zapier + Pipedrive
Save new Gmail attachments from clients in the right Google Drive folder.
Keep your inbox organized! When you receive new attachments for labelled emails in your Gmail account, this Zap will automatically look in Pipedrive for the right client domain then add it to the appropriate folder in Google Drive. Note: If you use a different CRM than Pipedrive, you can always swap in your CRM in the Pipedrive step.
Keep your inbox organized! When you receive new attachments for labelled emails in your Gmail account, this Zap will automatically look in Pipedrive for the right client domain then add it to the appropriate folder in Google Drive. Note: If you use a different CRM than Pipedrive, you can always swap in your CRM in the Pipedrive step.
- When this happens...New Labeled Email
Triggers when you label an email.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Find Organization
Triggers when a new organization is created.
- then do this!Upload File
Triggers when any new file is added (inside of any folder).
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