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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.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when you label an email.

    TriggerScheduled
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    PipedrivePipedrive
    Find Organization

    Triggers when a new organization is created.

    ActionSearch
  4. then do this!
    Google DriveGoogle Drive
    Upload File

    Triggers when any new file is added (inside of any folder).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

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  • Email
  • Google

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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