CRM PipeRun + Gmail

Create new CRM PipeRun proposals from new Gmail emails

Manage your sales process effortlessly with this workflow. Whenever you receive a new email in Gmail, a corresponding proposal is swiftly generated in PipeRun, eliminating redundant tasks. This automation solution helps you reduce the time spent on manual data entry, giving you more time to develop impressive pitches and build solid customer relationships. The result: a more efficient sales strategy with increased productivity.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- 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
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Items
Triggers when an item is created.
Trigger
Polling
Try It
New Deal
Triggers when a deal is created.
Trigger
Polling
Try It
- Data MethodRequired
Trigger
Polling
Try It
- SubjectRequired
- DescriptionRequired
- TypeRequired
- OwnerRequired
- DealRequired
- StatusRequired
- Start AtRequired
- DurationRequired
Action
Write
- UpdateRequired
- StatusRequired
- IdentifierRequired
- TitleRequired
- Funnel/StageRequired
- Owner
- Deal value (P&S)
- Recurring value (MRR)
- Person EmailRequired
- Person Name
- Person ID (CPF)
- Person Phone
- Person Mobile Phone
- Person City
- State
- Person Job
- Company ID (CNPJ)
- Company Name
- Company Website
- Origin/Source
- Notes
- Tags
Action
Write
- NameRequired
- Person ID (CPF)
- Gender
- Email
- Phone
- Manager
- Person Job
- Website
- Facebook
- LinkedIn
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- 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
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
New Company
Triggers when a company is created.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is updated to lost.
Trigger
Polling
Try It
New Person
Triggers when a person is created.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is updated to won.
Trigger
Polling
Try It
- NameRequired
- Company Name
- Company ID (CNPJ)
- Email
- Phone
- Website
- Facebook
- LinkedIn
- Owner
- Manager
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write
- NameRequired
- Cost
- Unit Value
- DescriptionRequired
- TypeRequired
Action
Write
- UserRequired
- CurrencyRequired
- Proposal CounterRequired
- DealRequired
- Items
Action
Write

About CRM PipeRun

CRM PipeRun is a Sales Funnel and Management CRM. From generated lead to the signed contract, all in a single system.

Learn more

Related categories

Sales & CRM

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

CRM PipeRun + Gmail

Create new CRM PipeRun proposals from new Gmail emails

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

New Activity

New Items

New Deal

Updated Deal

Create Activity

New Deal

Create Person

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

New Company

Lost Deal

New Person

Won Deal

Create Company

Create Item

Create Proposal

About CRM PipeRun

Related categories

About Gmail

Related categories

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