Gmail + Pipedrive
Filter matching organizations in Pipedrive and create drafts in Gmail
Streamline your workflow with this automation that effortlessly links Pipedrive to Gmail. Whenever an Organization Matching Filter occurs within Pipedrive, a new draft is immediately prepared in your Gmail account. This presents a seamless solution for maintaining efficient communication with your clients or team members, saving considerable time and effort.
Streamline your workflow with this automation that effortlessly links Pipedrive to Gmail. Whenever an Organization Matching Filter occurs within Pipedrive, a new draft is immediately prepared in your Gmail account. This presents a seamless solution for maintaining efficient communication with your clients or team members, saving considerable time and effort.
- When this happens...
Organization Matching FilterTriggers when an organization matches a Pipedrive filter.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DraftCreate (but do not send) a new email message.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
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
Is done?
Type
Use combined date and time field?
Duration
Free/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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
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 appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/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 foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
NameRequired
Owner
Address
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
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
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
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
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
Signature
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
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
Label/Mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body Type
BodyRequired
Signature
Label/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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
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
Is Done?
Type
Use combined date and time field?
Duration
Free/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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
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 for an Exact Match?
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 termRequired
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 appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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 for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSubjectRequired
To
Cc
Bcc
From
From Name
Body Type
BodyRequired
Signature
Label/Mailbox
Attachments
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.Message to Remove Label(s) FromRequired
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 app
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.
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Email, MicrosoftAbout Pipedrive
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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CRM (Customer Relationship Management)Related Zap Templates
- Create Pipedrive deals for new emails on Gmail
- 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
- Save new Gmail attachments from clients in the right Google Drive folder.
- Send Gmail emails about new Pipedrive CRM deals
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Send Gmail emails for new Pipedrive leads
- 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
- Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail
- Add new Wufoo submissions that meet certain criteria to Pipedrive as deal and send email to deal owner
- 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
- Send Gmail emails for new updated deals stages in Pipedrive
- Create Pipedrive deals for new emails matching searches in Gmail
- 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
- Create Pipedrive activities for new Gmail emails
- Update Pipedrive deals when new Gmail emails matching search are found
- 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 new Pipedrive persons from new labeled 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
- Manage new labeled Gmail emails with custom actions in Pipedrive
- Create notes in Pipedrive for new Gmail emails
- Send an email in Gmail for every new note in Pipedrive
Related Zap Templates
- Create Pipedrive deals for new emails on Gmail
- Save new Gmail attachments from clients in the right Google Drive folder.
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Send Gmail emails with GIPHY GIFs whenever new deals are moved to new stages on Pipedrive
- Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail
- Create Pipedrive deals for new emails matching searches in Gmail
- Create Gmail drafts when Pipedrive deal stages are updated
- Create Pipedrive activities for new labeled Gmail emails
- Create Pipedrive activities for new Gmail emails
- Add labels to Gmail emails when new activities occur in Pipedrive
- "send emails in Gmail for new people in Pipedrive"
- Create drafts in Gmail for new leads in Pipedrive
- Create new Pipedrive persons from new Gmail emails matching search criteria
- Create notes in Pipedrive for new Gmail emails
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- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Send Gmail emails about new Pipedrive CRM deals
- Send Gmail emails for new Pipedrive leads
- Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail
- 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
- Update Pipedrive deals when new Gmail emails matching search are found
- Create Pipedrive activities for new matching Gmail emails
- Create new Pipedrive leads from new Gmail emails
- Create new Pipedrive leads from new Gmail threads
- Send new Pipedrive organizations details via Gmail emails
- Send an email in Gmail for every new note in Pipedrive
Â
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Create Pipedrive deals from emails matching searches on Gmail
- Add new Wufoo submissions that meet certain criteria to Pipedrive as deal and send email to deal owner
- Send Gmail emails for new updated deals stages in Pipedrive
- 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
- Send email through Gmail when new persons match filter in Pipedrive
- Create new Pipedrive leads from new Gmail emails matching a specific search
- Create new Pipedrive persons from new labeled Gmail emails
- Send emails via Gmail when organization matching filters occur in Pipedrive
- Manage new labeled Gmail emails with custom actions in Pipedrive