If you want to receive notifications for new Pipedrive deals on your Gmail, you can do that using Zapier.
You will need
Getting your accounts ready
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, check here. You can find out about getting started with Pipedrive on Zapier here.
To link your Pipedrive account to Gmail, you will need a valid Gmail account. You can learn more about getting started with Gmail on Zapier, here.
Connecting your accounts
Click here to automatically send a Gmail emails about new Pipedrive deals.
- Choose your Pipedrive account from the list of accounts, or connect a new account.
- To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings > Personal preference > API in your Pipedrive account.
- Choose your Gmail account from the list of accounts, or connect a new account.
- Using Pipedrive fields, craft the To, Subject, and Body for your Gmail message.
- Click Save + Finish.
Now test the Zap to make sure it works. Once you're satisfied, new deals on Pipedrive will be sent to your Gmail automatically.
Note: If you ever want to change this Pipedrive and Gmail integration, just go to your Zapier dashboard and tweak anything you'd like.