In this how-to guide

How to create an automatic draft email in Gmail for any deal stage changes in Pipedrive
1. Set the Pipedrive trigger as “Deal stage changed”
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 an automatic draft email in Gmail for any deal stage changes in Pipedrive

How to create an automatic draft email in Gmail for any deal stage changes 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 stage changed in Pipedrive using Relay.app.

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Pipedrive > Gmail

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. Select 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 Gmail automation

Integrate the Gmail 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 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 new email drafts via Gmail. Once turned on, it will respond to deal stage changes in Pipedrive by creating an email draft via 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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