In this how-to guide

How to create a new draft email in Gmail for a new lead added in Pipedrive
1. Set the Pipedrive trigger as "Lead 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 lead added in Pipedrive

How to create a new draft email in Gmail for a new lead 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 lead added in Pipedrive using Relay.app.

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Pipedrive > Gmail

Trigger

Last triggered

Lead added

Create draft

1

Set the Pipedrive trigger as "Lead added"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Lead added" under Pipedrive automation. This will allow your playbook to automatically detect new leads added 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 email drafts for each lead 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. Once turned on, it will respond to a new lead added in Pipedrive by crating 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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