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Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail

  1. When this happensStep 1: Deal Matching Filter

  2. Then do thisStep 2: Create Task

  3. Then do thisStep 3: Send Email

When a deal reaches a certain stage in Pipedrive, you want to be sure to take care of any action items. Zapier can automatically add a task to Todoist with all the information from the deal. Then, Zapier can send an email via Gmail to notify internal stakeholders about the stage change and indicate what the action items are.

How this Pipedrive-Todoist-Gmail integration works

  1. A deal reaches a certain stage on Pipedrive
  2. Zapier adds a task to Todoist
  3. Zapier sends an email via Gmail

Apps involved

  • Pipedrive
  • Todoist
  • Gmail
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Connect Gmail + Pipedrive in Minutes

It's easy to connect Gmail + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

New Labeled Email

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

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

New Thread

Triggers when a new thread starts.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

New Label

Triggers when you add a new label.

New Email

Triggers when a new e-mail appears in the specified mailbox.

New Starred Email

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

New Activity

Triggers when a new activity is created.

New Deal

Triggers when a new deal is created.

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