In this how-to guide

How to automatically create a new email draft in Gmail for each project added in PIpedrive
1. Create your playbook and set the Pipedrive trigger as "Project 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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More how-to guides featuring Gmail and Pipedrive

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How to automatically create a new email draft in Gmail for each project added in PIpedrive

How to automatically create a new email draft in Gmail for each project 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 “Create draft” action for each Pipedrive “Project added” event.

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Pipedrive > Gmail

Trigger

Last triggered

Project added

Create draft

1

Create your playbook and set the Pipedrive trigger as "Project added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select details like the board. This will allow your playbook to automatically detect the (newly added project 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 a new email draft in Gmail when a new project has been 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 in Gmail. Once turned on, it will respond to each newly added project in Pipedrive by creating 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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