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Gmail + Pipeline CRM

Send emails from Gmail for moved Pipeline CRM

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 Pipeline CRM so you don't ever have to worry about those update emails again!

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 Pipeline CRM so you don't ever have to worry about those update emails again!

  1. When this happens...
    Pipeline CRMPipeline CRM
    Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

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

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    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
    • 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
gmail logo
gmail logo

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 moreHelp

Related categories

  • Email
  • Google

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pipelinedeals logo

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.

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