In this how-to guide

How to send a new email in Gmail for a new person added in Pipedrive
1. Set the Pipedrive trigger as “Person added”
2. Add the "Send email" in Gmail automation
3. ctivate your Relay.app playbook
Learn more about integrating with Gmail and Pipedrive
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More how-to guides featuring Gmail and Pipedrive

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How to send a new email in Gmail for a new person added in Pipedrive

How to send a new email in Gmail for a new person 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 use Relay.app to automatically run the Gmail “Send email” action for each Pipedrive “Person added” event.

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Pipedrive > Gmail

Trigger

Last triggered

Person added

Send email

1

Set the Pipedrive trigger as “Person added”

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 "Person added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to automatically identify newly added contacts and trigger necessary actions.

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

2

Add the "Send email" in Gmail automation

Integrate the Gmail automation into your playbook to ensure that
you can promptly send the email for each person added in Pipedrive.

Click the "Add step" button, then locate the "Send email" 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

ctivate your Relay.app playbook

Activating your playbook is the final step to automate the automatic sending of email in Gmail. Once turned on, it will respond to new person added in Pipedrive by sending a new email 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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