Pipedrive integration with Gmail
How to Send emails via Gmail when new Pipedrive deals reach certain stages
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails via Gmail when new Pipedrive deals reach certain stages" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pipedrive integrations
Use Nekton with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.
Pipedrive actions
Nekton can use any feature that is available in Pipedrive API.
Using our advanced AI, you can easily create custom automations for Pipedrive.
Here are some typical actions you can do in your automated workflows.
Add Product to Deal
Adds a product to a deal.
Create Deal
Creates a new deal.
Add Follower
Adds a follower to a deal, organization, person or product.
Create Note
Creates a new note.
Create Person
Creates a new person.
Update Activity
Updates an existing activity.
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.