Conecte Gmail y Pipedrive para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Gmail a Pipedrive con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Gmail con Pipedrive - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Nuevo archivo adjunto" de Gmail.
Añade tu acción
Una acción ocurre después del trigger, como "Agregar descuento al trato" en Pipedrive.
¡Estás conectado!
Zapier se conecta sin problemas Gmail y Pipedrive, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Etiqueta o buzón
- Palabras clave de búsqueda
PruébaloDesencadenarSondear- Etiqueta o buzónRequerido
PruébaloDesencadenarSondear- Etiqueta o buzón
PruébaloDesencadenarSondear- Nuevo correo electrónico destacado
Se activa cuando recibes un correo electrónico nuevo y lo marcas como destacado dentro de dos días.
PruébaloDesencadenarSondear
- Nueva etiqueta
Se dispara cuando agrega una nueva etiqueta.
PruébaloDesencadenarSondear - Etiqueta o buzónRequerido
PruébaloDesencadenarSondear- Palabras clave de búsquedaRequerido
PruébaloDesencadenarSondear- Etiqueta/Buzón
PruébaloDesencadenarSondear
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Gmail y Pipedrive
Sync important emails as deals in Pipedrive
As a busy business owner, ensure important opportunities aren't missed. When an email in Gmail with relevant keywords is received, Zapier will create a new deal in Pipedrive. This helps ensure a clear pipeline and faster follow-ups.
Propietario de un negocioTrack email leads by creating persons in Pipedrive
For marketers focused on lead generation, Zapier helps by creating a person in Pipedrive every time a new lead-relevant email is received in Gmail. This reduces manual work and ensures the CRM is always updated, improving follow-up speeds and lead conversion rates.
Marketing y operaciones de marketingAttach emails to deals in Pipedrive
Automatically link relevant email communication to the respective deals in Pipedrive. Using this workflow, Zapier ensures conversations from Gmail are added as notes to the right Pipedrive deals, simplifying tracking and ensuring that the context is always accessible.
Operaciones de ventasAprenda a automatizar Gmail en el blog de Zapier
Aprenda a automatizar Pipedrive en el blog de Zapier
Frequently Asked Questions about Gmail + Pipedrive integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Gmail y Pipedrive
What is required to set up Gmail integration with Pipedrive?
To set up Gmail integration with Pipedrive, you need active accounts on both platforms. Once logged in, navigate to the integrations section in our dashboard to connect the two applications with a secure authentication process.
How can I use email triggers to automate actions in Pipedrive?
You can configure email triggers such as receiving new emails from specific addresses or with defined keywords. These triggers can automate actions like creating new deals or assigning tasks within Pipedrive, streamlining your workflow.
Can I sync emails from multiple Gmail accounts to one Pipedrive account?
Yes, you can sync multiple Gmail accounts with a single Pipedrive account by setting up separate connections for each Gmail account in our integrations portal. Each account can have its own set of rules and automations.
What kinds of data can be transferred between Gmail and Pipedrive during integration?
During integration, data such as email messages, attachments, contact information, and calendar events can be transferred between Gmail and Pipedrive. This data helps keep your customer interactions organized and up-to-date.
How do I ensure that my emails are automatically linked to the relevant contacts in Pipedrive?
Our system utilizes email matching based on contact information stored within Pipedrive. When an email is received, it is automatically linked to matching contacts or deals based on predefined criteria you've set up during configuration.
Are there limitations to the number of emails that can be synchronized daily between Gmail and Pipedrive?
While we strive for seamless synchronization, there might be API rate limits imposed by both Gmail and Pipedrive that could affect the number of emails synced daily. It's advised to check these limits depending on your plan.
What steps should I take if my Gmail-Pipedrive integration isn’t working properly?
First, check that both accounts are correctly linked by reviewing their connection status in our dashboard. If issues persist, verify trigger settings and review any recent changes made to either platform’s settings.
