Pipedrive + Zoho Mail

Create new people in Pipedrive from new matched emails in Zoho Mail

Manage your email matching tasks more effectively between Zoho Mail and Pipedrive with this automation. When a new email that aligns with your search criteria lands in your Zoho Mail inbox, this workflow will instantly create a corresponding person in your Pipedrive account. This process ensures optimal handling of uniform email matches across both platforms, significantly reducing the risk of overlooking vital information.

Manage your email matching tasks more effectively between Zoho Mail and Pipedrive with this automation. When a new email that aligns with your search criteria lands in your Zoho Mail inbox, this workflow will instantly create a corresponding person in your Pipedrive account. This process ensures optimal handling of uniform email matches across both platforms, significantly reducing the risk of overlooking vital information.

  1. When this happens...
    Zoho MailZoho Mail
    New Email Matching Search

    Triggers when you receive a new email that matches given conditions.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Folder Name

    • Group Result

    • Account Details

    Trigger
    Scheduled
    Try It
    • Tag NameRequired

    • Group Result

    • Account Details

    Trigger
    Scheduled
    Try It
    • Account Details

    • Folder NameRequired

    • Parent Folder

    Action
    Write
    • Task TitleRequired

    • Task Description

    • Due Date

    Action
    Write
    • Group Result

    • Account Details

    • Search ValueRequired

    Trigger
    Scheduled
    Try It
    • Account Details

    • ToRequired

    • Cc

    • BCC

    • FromRequired

    • SubjectRequired

    • Body Type

    • BodyRequired

    Action
    Write
    • Account Details

    • Tag NameRequired

    • Tag Color

    Action
    Write
    • ToRequired

    • Cc

    • BCC

    • FromRequired

    • SubjectRequired

    • Body Type

    • BodyRequired

    • Attachments

    Action
    Write
pipedrive logo
pipedrive logo

About 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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoho-mail logo
zoho-mail logo

About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.
Learn more

Related categories

  • Email
  • Zoho

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