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
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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.

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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.

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