Gmail + Pipeline CRM

Create drafts in Gmail for new companies in Pipeline CRM

Streamline your communication process with this workflow. Whenever a new company is added in the Pipeline CRM app, it triggers an automatic draft creation in your Gmail account, ready to be personalized and sent out. This integration lets you save significant time and resources, ensuring swift communication with every new business opportunity that presents itself.

When this happens...
New Company
Triggers when a new company is created in your PipelineDeals account.
TriggerInstant
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Start free with email

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Supported triggers and actions

What does this mean?

- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write

- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- IdRequired
Action
Write

- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Search or write
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

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 more

Related categories

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About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more