In this how-to guide

How to add a new lead in Pipedrive for a new email received in Gmail
1. Set the Gmail trigger as "Email received"
2. Add the "Get or add lead for person" in Pipedrive 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 add a new lead in Pipedrive for a new email received in Gmail

How to add a new lead in Pipedrive for a new email received in Gmail

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 use Relay.app to automatically run the Pipedrive “Get or add lead for person” action for each Gmail “Email received” event.

Try it in Relay.app

Gmail > Pipedrive

Trigger

Last triggered

Email received

Get or add lead for person

1

Set the Gmail trigger as "Email received"

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 "Email received" under Gmail automation. Then, select the necessary details. This will allow your playbook to automatically detect new emails received in Gmail and initiate necessary actions.

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

2

Add the "Get or add lead for person" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new lead for the person for each specific email received in Gmail.

Click the "Add step" button, then locate the "Get or add lead for person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new lead for the person in Pipedrive. Once turned on, it will respond to new emails received in Gmail by adding the sender as a new lead in Pipedrive 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 ➔

Start multiple Playbook runs at once with Batch Triggers

Batch riggers in Relay.app let you start multiple runs at once for the same Playbook. For example, you may use batch triggers to set off mail merge campaigns, or kick off a playbook on a weekly periodic schedule that checks in with the Account Executives for all stale Deals in sales pipeline in HubSpot.

Thijs van As

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

How to Automate Google Calendar in 2024

Run your work-life on autopilot with these Google Calendar automations.

7 Ways to Automate Pipedrive

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

Jacob Bank

8 Gmail Automation Ideas to Save Hours Each Week

Simplify your work and life with these superpowered gmail automations.

The Complete Guide to Workflow Automation Software [2024]

Transform your team's productivity. Discover how workflow automation can help you streamline tasks, save time, and focus on what truly matters.

Integrations with the new Pipedrive Projects API

Relay.app now has deep integrations and automations with Pipedrive's new Projects API

More how-to guides featuring Gmail and Pipedrive

See all how-to guides ➔

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 organized in your lead management with Relay.app.

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 efficient, saving you time and helping you stay organized in your communication efforts.

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 email in Gmail, ensuring seamless contact management and lead tracking. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Gmail emails with Pipedrive contacts, empowering you to stay organized and focused without the need for manual intervention.

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 communication proactive and organized with Relay.app.

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 account. This guide allows you to quickly draft messages or updates regarding deal progressions.

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 enhances communication and ensures that important updates regarding deals are promptly communicated via email.

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 missed, helping you stay organized and proactive in your sales efforts.

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 list is always up-to-date, helping you stay organized and responsive in managing your customer relationships.

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 enhances communication and ensures that stakeholders/clients are promptly informed about important updates in deal progression.

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 in Pipedrive, ensuring seamless communication and collaboration. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive projects with Gmail emails, empowering your team to stay informed and connected without the need for manual intervention.

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 Pipedrive, ensuring prompt communication and collaboration. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive projects with Gmail email drafts, empowering your team to stay organized and informed without the need for manual intervention.

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, ensuring prompt communication and collaboration. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your Pipedrive activities with Gmail drafts, empowering your team to stay organized and informed without the need for manual intervention.

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 emails, saving you time and helping you stay on top of your sales efforts.

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

Learn how to set up a Relay.app playbook to automatically create a new draft 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 draft email is automatically created in your Gmail account. This guide enables you to quickly draft important messages or updates related to new deals.

What will you automate?

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

Try Relay.app for free

Background image