In this how-to guide

How to create a new draft email in Gmail for a new deal added in Pipedrive
1. Create your playbook and set the Pipedrive trigger as "Deal added"
2. Add the "Create draft" in Gmail automation
3. Activate your Relay.app playbook
Learn more about integrating with Gmail and Pipedrive
Related blog posts
More how-to guides featuring Gmail and Pipedrive

Integrationsarrow_forwardGmail Integrationsarrow_forwardGmail + Pipedrive Integrationsarrow_forward

How to create a new draft email in Gmail for a new deal added in Pipedrive

How to create a new draft email in Gmail for a new deal added in Pipedrive

Relay.app is an automation tool that lets you automate actions across Gmail, Pipedrive, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Gmail for each deal added in Pipedrive using Relay.app.

Try it in Relay.app

Pipedrive > Gmail

Trigger

Last triggered

Deal added

Create draft

1

Create your playbook and set the Pipedrive trigger as "Deal added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Deal added" under Pipedrive. Then, select the necessary details. This will allow your playbook to automatically detect each newly added deal in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create draft" in Gmail automation

Integrate the Gmail automation into your playbook to ensure the prompt creation of a new email draft in Gmail when a new deal has been added in Pipedrive.

Click the "Add step" button, then locate the "Create draft" automation for Gmail and input the mandatory and relevant details.

If your Gmail account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new email draft in Gmail. Once turned on, it will respond to each newly added deal in Pipedrive by creating a new email draft in Gmail without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

Learn more about

See all appsarrow_forward

See all blog posts ➔

How to Send a Mail Merge from Notion

Learn how to automatically send a mail merge from Notion. Instead of sending emails one by one, you can automatically send emails for every person in a database.

Jacob Bank

How to Use AI to Automatically Draft Email Replies

Learn how to automatically use AI to draft replies to common emails.

Jacob Bank

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

Automation Ideas

8 Gmail automation ideas to save hours each week

Simplify your work and life with these superpowered gmail automations.

More how-to guides featuring Gmail and Pipedrive

See all how-to guides ➔

Add a new lead in Pipedrive for a new email received in Gmail

Automate lead generation by adding new leads in Pipedrive for every email received in Gmail. Relay.app simplifies this process seamlessly. With our integration, whenever a new email is received in Gmail, Relay.app promptly adds a corresponding lead in Pipedrive. Stay organized and focused on nurturi

Create a new draft email in Gmail for a new lead added in Pipedrive

Ensure prompt follow-up with new leads by automatically drafting emails in Gmail for individuals added in Pipedrive. Relay.app simplifies this seamlessly. With our integration, whenever a new lead is added in Pipedrive, Relay.app promptly creates a new draft email in Gmail. Stay proactive and organi

Create a Gmail draft for every new Pipedrive contact

Want to ensure your Gmail drafts are ready to go when new contacts are added in Pipedrive? This integration simplifies the process. When a new contact is added in Pipedrive, the Relay.app promptly creates a draft email in Gmail. This seamless connection ensures that your outreach is timely and effic

Automatically add a new Pipedrive person for each newly received email in Gmail

Struggling to keep your contacts updated in Pipedrive when receiving emails in Gmail? Say goodbye to manual data entry and hello to automated workflows with Relay.app. With Relay.app's integration between Gmail and Pipedrive, you can automatically add new persons in Pipedrive for each newly received

Send a new email in Gmail for a new person added in Pipedrive

Efficiently stay in touch with new contacts by automating email notifications in Gmail for individuals added to Pipedrive. Relay.app simplifies this process seamlessly. With our integration, whenever a new person is added to Pipedrive, Relay.app promptly sends a new email in Gmail. Keep your communi

Create an automatic draft email in Gmail for any deal stage changes in Pipedrive

Learn how to configure a Relay.app playbook to automatically create a new draft email in Gmail for every deal stage change in Pipedrive. By setting up this playbook, you ensure that whenever a deal's stage changes in Pipedrive, a corresponding draft email is automatically created in your Gmail accou

Send a new email in Gmail for a new deal added in Pipedrive

Learn how to set up a Relay.app playbook to automatically send a new email in Gmail for every new deal added in Pipedrive. By configuring this playbook, you ensure that whenever a new deal is added in Pipedrive, a corresponding email is automatically sent from your Gmail account. This guide enhance

Automatically create deals in Pipedrive from newly received Gmail emails

Want to ensure that every new lead from your Gmail inbox is seamlessly added to your Pipedrive sales pipeline? This integration simplifies the process. When a new email is received in Gmail, Relay.app swiftly creates a new deal in Pipedrive. This seamless connection ensures that no opportunity is mi

Add a new person in Pipedrive for a new email received in Gmail

Want to ensure that every new contact you correspond with via email is seamlessly added to your Pipedrive account? This integration simplifies the process. When a new email is received in Gmail, Relay.app swiftly creates a new person in Pipedrive. This seamless connection ensures that your contact

Send a new email in Gmail for deal stage changes in Pipedrive

Learn how to configure a Relay.app playbook to automatically send a new email in Gmail for every deal stage change in Pipedrive. By setting up this playbook, you ensure that whenever a deal's stage changes in Pipedrive, a corresponding email is automatically sent from your Gmail account. This guide

Automatically send an email via Gmail for a newly added project in Pipedrive

Struggling to keep your team informed about new projects in Pipedrive via Gmail? Say goodbye to manual notifications and hello to streamlined workflows with Relay.app. With Relay.app's integration between Pipedrive and Gmail, you can automatically send emails via Gmail for every newly added project

Automatically create a new email draft in Gmail for each project added in PIpedrive

Struggling to notify your team about new projects in Pipedrive via Gmail? Say goodbye to manual drafting and hello to automated workflows with Relay.app. With Relay.app's integration between Pipedrive and Gmail, you can automatically create new email drafts in Gmail for each project added in Pipedri

Create a new Gmail draft for a new Pipedrive activity

Struggling to keep your team informed about new Pipedrive activities via Gmail? Say goodbye to manual drafting and hello to automated workflows with Relay.app. With Relay.app's integration between Pipedrive and Gmail, you can automatically create new Gmail drafts for each new activity in Pipedrive,

Automatically send a drafted email in Gmail every time an activity is added in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Activity added” action for each Gmail “Send draft” event.

Automate sending email notifications for each new Pipedrive activity via Gmail

With Relay.app's integration between Pipedrive and Gmail, you can automatically send emails for each newly added activity in Pipedrive, ensuring seamless communication and timely updates. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive activities

Send a new email in Gmail for new Pipedrive leads

Looking to automate your email outreach when new leads are added in Pipedrive? This integration offers a solution. Whenever a new lead is added in Pipedrive, the Relay.app automatically sends a new email in Gmail. It's a seamless way to ensure that your leads are promptly engaged with personalized e

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image