How to Send Emails When Deals are Added to Pipedrive – Pabbly Connect Tutorial

Learn how to automate sending emails in Gmail when new deals are added to Pipedrive using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating email notifications when new deals are added to Pipedrive, you first need to access Pabbly Connect. Visit the Pabbly website and sign in to your account or create a new one if you haven’t done so yet.

Once logged in, navigate to the dashboard where you will find various applications. Click on the option labeled ‘Access Now’ under Pabbly Connect to initiate the integration process.

2. Creating a Workflow for Pipedrive and Gmail

In this section, you will create a workflow to connect Pipedrive and Gmail using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow; for this tutorial, you can name it ‘Pipedrive to Gmail’.

• Click on ‘Create’ to proceed.
• Select ‘Pipedrive’ as the trigger application.
• Choose the trigger event as ‘New Deal’.

After selecting your trigger, connect your Pipedrive account to Pabbly Connect by clicking on ‘Connect’. You will need to provide your API token, which can be retrieved from your Pipedrive account settings.

3. Configuring Pipedrive API Token

To successfully connect Pipedrive with Pabbly Connect, you will need to configure your API token. Log in to your Pipedrive account, navigate to ‘Settings’, and then select ‘Personal Preferences’. Here, you will find your API token.

Copy the API token and paste it into the connection field in Pabbly Connect. Make sure to enter your company domain as well, which is typically the part of your Pipedrive URL. Click on ‘Save and Send Test Request’ to establish the connection.

4. Creating a New Deal in Pipedrive

Now that your Pipedrive account is connected to Pabbly Connect, you can create a new deal. Go back to your Pipedrive dashboard and click on the ‘+ Deal’ button. Fill in the necessary details like the deal name, organization, value, and email address of the customer.

• Enter the name of the deal and organization.
• Specify the deal value and expected close date.
• Make sure to include the customer’s email address.

Once the deal is created, return to Pabbly Connect and wait for the response from Pipedrive confirming the new deal.

5. Filtering Deals to Send Emails

After receiving the response from Pipedrive, it’s essential to set up a filter in Pabbly Connect to ensure that emails are sent only for successful deals. Add a filter step and configure it to check if the deal status is marked as ‘won’.

Set the filter condition to allow the workflow to proceed only when the status equals 1 (indicating a successful deal). After setting up the filter, add the action application, which will be Gmail, and select the event to send an email.

Conclusion

In this tutorial, we demonstrated how to automate sending emails in Gmail when new deals are added to Pipedrive using Pabbly Connect. By following the outlined steps, you can streamline your workflow and enhance communication with your customers effectively.