Want to make sure all the key people stay in the loop as your deals move through their stages, but too busy making them happen to send messages? Try this automation so you can keep your head in the game at all times. Once it's active, an email will be sent from your Gmail account for every deal that moves through your stages on PipelineDeals so you don't ever have to worry about those update emails again!
How It Works
- A deal is moved on PipelineDeals
- Zapier automatically sends an email through Gmail
What You Need
- PipelineDeals account
- Gmail account
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Triggers when you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.
Triggers when you receive a new attachment (triggers once per attachment).
Updates an existing person in your PipelineDeals account.
Triggers when you receive a new email and star it within two days.
Creates a new person in your PipelineDeals account.
Triggers when a new thread starts.
Updates an existing company in your PipelineDeals account.