Gmail + Pipedrive
Create notes in Pipedrive for new Gmail emails
When a new email lands in your Gmail inbox, this workflow springs into action by instantly creating a note in Pipedrive. Saving time on manual data entry, this seamless solution ensures your customer relationship management system stays up-to-date with the latest email communications. It's an effortless way to integrate Gmail with Pipedrive within your workflow, enhancing efficiency and productivity.
When a new email lands in your Gmail inbox, this workflow springs into action by instantly creating a note in Pipedrive. Saving time on manual data entry, this seamless solution ensures your customer relationship management system stays up-to-date with the latest email communications. It's an effortless way to integrate Gmail with Pipedrive within your workflow, enhancing efficiency and productivity.
- When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Gmail
About Pipedrive
Related categories
Related Zap Templates
- Create Pipedrive deals for new emails on Gmail
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Send Gmail emails about new Pipedrive CRM deals
- Create Pipedrive activities for new Gmail emails
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Create new Pipedrive leads from new Gmail emails
- Create Pipedrive deals from emails matching searches on Gmail
- Send Gmail emails with GIPHY GIFs whenever new deals are moved to new stages on Pipedrive
- Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail
- Send emails in Gmail when new activities match Pipedrive filters
- Send Gmail emails for new updated deals stages in Pipedrive
- Create Pipedrive deals for new emails matching searches in Gmail
- Send Gmail emails for new Pipedrive leads
- Create Tilkee projects and send Gmail emails for new Pipedrive leads
- Send emails in Gmail for updated deals in Pipedrive
- Create Gmail drafts when Pipedrive deal stages are updated
- Create Gmail labels for new Pipedrive deals that match specific filters
- Create Pipedrive deals from new labeled Gmail emails
- Create Pipedrive activities for new labeled Gmail emails
- Create Pipedrive notes from new labeled Gmail emails
- Update Pipedrive deals when new Gmail attachments arrive
- Update Pipedrive deals when new Gmail emails matching search are found
- Send email through Gmail when new persons match filter in Pipedrive
- Add labels to Gmail emails when new activities occur in Pipedrive
- Create Pipedrive activities for new matching Gmail emails
- Create new Pipedrive leads from new Gmail emails matching a specific search
- "send emails in Gmail for new people in Pipedrive"
- Create new Pipedrive leads from new Gmail emails
- Create new Pipedrive persons from new labeled Gmail emails
- Create drafts in Gmail for new leads in Pipedrive
- Create new Pipedrive leads from new Gmail threads
- Send emails via Gmail when organization matching filters occur in Pipedrive
- Create new Pipedrive persons from new Gmail emails matching search criteria
- Send new Pipedrive organizations details via Gmail emails
- Filter matching organizations in Pipedrive and create drafts in Gmail
- Manage new labeled Gmail emails with custom actions in Pipedrive
- Send an email in Gmail for every new note in Pipedrive
- Classify lead data based on emails with ChatGPT and add to Pipedrive
- Create drafts in Gmail for updated deals in Pipedrive
- Send Gmail emails to new Pipedrive leads with invalid phone numbers found by Numverify
- Create Gmail labels for new Pipedrive deals with this workflow
- Send emails in Gmail for new activities in Pipedrive
- Create multiple Google Sheets rows and update Pipedrive deals from new Gmail emails with user IDs parsed by API Labz
- Send data insights from API Labz via Gmail for new Pipedrive deal updates
- Label emails in Gmail when deals are updated in Pipedrive
- Send emails from Gmail when deals get updated in Pipedrive
- Create new Pipedrive leads from newly labeled Gmail emails
Related Zap Templates
- Create Pipedrive deals for new emails on Gmail
- Prepare draft emails on Gmail when new Pipedrive deals enter a stage
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Send Gmail emails with GIPHY GIFs whenever new deals are moved to new stages on Pipedrive
- Send Gmail emails for new updated deals stages in Pipedrive
- Create Tilkee projects and send Gmail emails for new Pipedrive leads
- Create Gmail labels for new Pipedrive deals that match specific filters
- Create Pipedrive notes from new labeled Gmail emails
- Send email through Gmail when new persons match filter in Pipedrive
- Create new Pipedrive leads from new Gmail emails matching a specific search
- Create new Pipedrive persons from new labeled Gmail emails
- Send emails via Gmail when organization matching filters occur in Pipedrive
- Filter matching organizations in Pipedrive and create drafts in Gmail
- Classify lead data based on emails with ChatGPT and add to Pipedrive
- Create Gmail labels for new Pipedrive deals with this workflow
- Send data insights from API Labz via Gmail for new Pipedrive deal updates
- Create new Pipedrive leads from newly labeled Gmail emails
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Send Gmail emails about new Pipedrive CRM deals
- Create new Pipedrive leads from new Gmail emails
- Add Pipedrive deals that reach a certain stage to Todoist as tasks and send an email via Gmail
- Create Pipedrive deals for new emails matching searches in Gmail
- Send emails in Gmail for updated deals in Pipedrive
- Create Pipedrive deals from new labeled Gmail emails
- Update Pipedrive deals when new Gmail attachments arrive
- Add labels to Gmail emails when new activities occur in Pipedrive
- "send emails in Gmail for new people in Pipedrive"
- Create drafts in Gmail for new leads in Pipedrive
- Create new Pipedrive persons from new Gmail emails matching search criteria
- Manage new labeled Gmail emails with custom actions in Pipedrive
- Create drafts in Gmail for updated deals in Pipedrive
- Send emails in Gmail for new activities in Pipedrive
- Label emails in Gmail when deals are updated in Pipedrive
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Pipedrive activities for new Gmail emails
- Create Pipedrive deals from emails matching searches on Gmail
- Send emails in Gmail when new activities match Pipedrive filters
- Send Gmail emails for new Pipedrive leads
- Create Gmail drafts when Pipedrive deal stages are updated
- Create Pipedrive activities for new labeled Gmail emails
- Update Pipedrive deals when new Gmail emails matching search are found
- Create Pipedrive activities for new matching Gmail emails
- Create new Pipedrive leads from new Gmail emails
- Create new Pipedrive leads from new Gmail threads
- Send new Pipedrive organizations details via Gmail emails
- Send an email in Gmail for every new note in Pipedrive
- Send Gmail emails to new Pipedrive leads with invalid phone numbers found by Numverify
- Create multiple Google Sheets rows and update Pipedrive deals from new Gmail emails with user IDs parsed by API Labz
- Send emails from Gmail when deals get updated in Pipedrive