Email replies with the client's history in mind — with your approval

The scenario finds the email's author in the CRM, prepares a context-aware draft reply and sends it after your approval.

  • Catches new emails from allowed senders
  • Pulls the client's history from Pipedrive
  • AI writes a context-aware draft reply
  • Sends only after approval in your exolve
Set it upScriptera

How it works

To connect Gmail and Pipedrive, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Watch Gmail (New Inbound)
  2. Check: Filter: Allowed Sender
  3. Then: Find Contact by Email
  4. Then: Set Record Types
  5. Then: List Contact Associations
  6. Then: Build Batch Read Requests
  7. Then: Batch Read Objects
  8. Then: Normalize CRM Context for LLM
  9. Then: Draft Reply (AI Agent)
  10. Then: Wait for Response - Approve Auto-Reply
  11. Check: If Approved?
  12. If yes: Reply to a message
  13. Then: Google Gemini Chat Model

You can launch this Gmail + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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