In this how-to guide

How to create a new draft email in Outlook for deal stage changes in Pipedrive
1. Set the Pipedrive trigger as “Deal stage changed”
2. Add the "Create draft" in Outlook automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Outlook Mail
Related blog posts
More how-to guides featuring Pipedrive and Outlook Mail

Integrationsarrow_forwardOutlook Mail Integrationsarrow_forwardOutlook Mail + Pipedrive Integrationsarrow_forward

How to create a new draft email in Outlook for deal stage changes in Pipedrive

How to create a new draft email in Outlook for deal stage changes in Pipedrive

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

Try it in Relay.app

Pipedrive > Outlook Mail

Trigger

Last triggered

Deal stage changed

Create draft

1

Set the Pipedrive trigger as “Deal stage changed”

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" in your playbook. Choose the "Deal stage changed" trigger from the Pipedrive options from there. It will enable your playbook to identify deals' stages that have been changed and trigger necessary actions automatically.

If you still need to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

2

Add the "Create draft" in Outlook automation

Integrate the Outlook automation into your playbook to ensure the prompt creation of email drafts about the changes in the Pipedrive deals stage.

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

If your Outlook 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 Outlook account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of new email drafts via Outlook. Once turned on, it will respond to deal stage changes in Pipedrive by creating an email draft via Outlook 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 ➔

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

More how-to guides featuring Pipedrive and Outlook Mail

See all how-to guides ➔

Add a new person in Pipedrive from newly received Outlook emails

Want to keep your contact list in Pipedrive updated whenever you receive new emails in Outlook? This integration simplifies the process. When a new email arrives in your Outlook inbox, Relay.app automatically adds a new person to your Pipedrive account. This seamless connection ensures that your CRM

Send a new email in Outlook when a new person is added in Pipedrive

Want to ensure prompt communication with your new contacts in Pipedrive? This integration simplifies the process. Whenever a new person is added in Pipedrive, the Relay.app swiftly sends a new email in Outlook. This seamless connection ensures timely outreach, helping you nurture relationships effec

Create a draft email in Outlook for new Pipedrive contacts

Learn how to configure a Relay.app playbook to automatically create a new draft email in Outlook for every new person added in Pipedrive. By setting up this playbook, you ensure that whenever a new person is added to Pipedrive, a corresponding draft email is automatically created in your Outlook acc

Send a new email in Outlook for a new lead added in Pipedrive

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

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

Ensure seamless communication by automating email updates in Outlook for new deals added in Pipedrive. With our integration, whenever a new deal is created in Pipedrive, Relay.app promptly sends an email notification through Outlook. Stay organized and focused on closing deals with Relay.app.

Create a new draft email in Outlook for a new deal added in Pipedrive

Learn how to set up a Relay.app playbook to automatically create a new draft email in Outlook for every new deal added in Pipedrive. By configuring this playbook, you ensure that whenever a new deal is added in Pipedrive, a corresponding draft email is automatically created in your Outlook account.

Add a new deal in Pipedrive for a new email received in Outlook

Ensure efficient deal management by automatically adding new deals in Pipedrive for emails received in Outlook. With our integration, whenever a new email is received in Outlook, Relay.app promptly adds a corresponding deal in Pipedrive. Stay organized and focused on closing deals with Relay.app.

Send a new email in Outlook for a deal stage changed in Pipedrive

Learn how to configure a Relay.app playbook to automatically send a new email in Outlook 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 Outlook account. This gu

Send a new email in Outlook for new Pipedrive leads

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

Add a new Pipedrive person for a newly received email In Outlook

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

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

Tired of manually notifying stakeholders about new projects in Pipedrive through Outlook? Streamline your workflow with Relay.app. With Relay.app's integration between Pipedrive and Outlook, you can automatically send emails via Outlook for every newly added project in Pipedrive, ensuring seamless c

Create a new draft email in Outlook when a new lead is added in Pipedrive

Want to kickstart your email outreach as soon as a new lead enters Pipedrive? This integration has you covered. When a fresh lead is added to your Pipedrive account, Relay.app promptly drafts an email in Outlook. This seamless connection ensures you're quick off the mark in reaching out to potential

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