Automate Pipedrive with Pabbly Connect: Create Person and Deal from New Emails

Learn how to use Pabbly Connect to automatically create a person and deal in Pipedrive when a new email is received. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate the creation of a person and deal in Pipedrive when a new email is received, first, access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Log into your Pabbly Connect account. If you don’t have an account yet, you can easily create one. Once logged in, you will be directed to the dashboard where you can start setting up your automation.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. This is where you will define the trigger and action for your automation.

• Name your workflow, for example, ‘Create Person and Deal from New Email’.
• Select the trigger application as Gmail.
• Choose the trigger event as ‘New Email’.

After setting up the trigger, click on the ‘Save and Continue’ button. This will allow you to proceed to the next step where you will connect your Gmail account to Pabbly Connect.

3. Connecting Gmail Account to Pabbly Connect

Now, it’s time to connect your Gmail account with Pabbly Connect. Click on the ‘Connect’ button and authorize Pabbly Connect to access your Gmail account. This step is crucial for receiving new emails.

Once connected, you will need to set up the specific parameters for the new email trigger. You can filter emails based on certain criteria, such as sender or subject. After configuring these settings, click on the ‘Save and Test’ button to ensure everything is working correctly.

4. Creating a Person and Deal in Pipedrive

With your Gmail account connected, the next step is to create a person and deal in Pipedrive using Pabbly Connect. Choose Pipedrive as your action application.

• Select the action event as ‘Create Person’.
• Map the necessary fields from the email, such as name and email address.
• Then, add another action to create a deal, selecting the relevant fields.

After mapping all required fields, click on the ‘Save’ button. This completes the integration setup in Pabbly Connect, allowing you to create a person and deal in Pipedrive automatically whenever a new email is received.

5. Testing the Integration in Pabbly Connect

Finally, it’s essential to test your integration in Pabbly Connect. Send a test email to your connected Gmail account and check if a new person and deal are created in Pipedrive as expected.

If everything is set up correctly, you should see the new entries in your Pipedrive account. This confirms that your Pabbly Connect automation is functioning as intended, ensuring smooth operations between Gmail and Pipedrive.

Conclusion

Using Pabbly Connect, you can easily automate the process of creating a person and deal in Pipedrive whenever a new email is received. This integration streamlines your workflow and enhances productivity by saving time and reducing manual entry.