Send Welcome Emails to New Pipedrive Leads Using Gmail

Learn how to automate sending welcome emails to new Pipedrive leads using Gmail through Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending welcome emails to new Pipedrive leads, you first need to access Pabbly Connect. Open a new browser tab and navigate to Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

If you are new to Pabbly, click on the Sign Up Free button to create your account. New users receive 100 free tasks per month, allowing them to explore the features of Pabbly Connect. If you are already a user, simply click on the Sign In button to log into your account.

2. Creating the Workflow in Pabbly Connect

Once logged in, navigate to the Pabbly Connect dashboard. Click on the Create Workflow button to initiate a new automation. You will be presented with two workflow builders: the new beta version and the classic version. Select the new beta version for a more modern experience.

• Click on the Create Workflow button.
• Name your workflow as Send Welcome Emails to New Pipedrive Leads Using Gmail.
• Select a folder to save your workflow.

After creating the workflow, you will see the Add Trigger button. Click this button to choose your trigger application, which in this case is Pipedrive. Search for Pipedrive and select it as your trigger application.

3. Setting Up the Pipedrive Trigger

For the trigger event, select the option for when a new lead is added in Pipedrive. Click on the Connect button to establish a connection between Pipedrive and Pabbly Connect. You will have the option to add a new connection or select an existing one.

If you are creating a new connection, you will need to enter your Pipedrive API token. To find this token, log into your Pipedrive account, go to your profile settings, and navigate to the API section. Copy the API token and paste it into Pabbly Connect.

4. Connecting Gmail as the Action Application

After setting up the Pipedrive trigger, you need to configure Gmail as the action application. Click the Plus button to add an action application and search for Gmail. Select Gmail and then choose the Send Email event.

Similar to the Pipedrive setup, click on the Connect button to establish a new connection with Gmail. You will be prompted to sign in with your Google account to allow Pabbly Connect access to send emails on your behalf. Once connected, you can fill in the email details.

• Enter the sender name and email address.
• Map the recipient email address from the Pipedrive trigger response.
• Craft the email subject and body, personalizing it with the lead’s name.

After completing the email details, click on the Save and Send Test Request button to verify that the email is sent successfully. You can then check your Gmail account to confirm the welcome email was received.

5. Conclusion

With the integration of Pipedrive and Gmail through Pabbly Connect, you can automate the process of sending welcome emails to new leads efficiently. This automation ensures that no lead is left unattended, enhancing your customer engagement.

By following the steps outlined in this tutorial, you can set up your own workflow to send personalized welcome emails to your new Pipedrive leads using Gmail. Start automating your email communications today with Pabbly Connect.