Gmail and Pipedrive automations

Ready-made scenarios where Gmail and Pipedrive work for you: pick one — a copy appears in your account and runs on its own.

119 scenarios

A contract from a form — filled in and sent to the client automatically
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Your friends learn when you skip a workout
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
An instant personal reply to every new lead
Form leads straight into the CRM
A proposal from a form lead — as a ready document and email
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Invoice data from email — straight into a sheet
All work accounts for a new hire from one form
Email checking in your CRM — a list of live contacts
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
Invoices from your inbox — straight into Pipedrive
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
One campaign across SMS, email and messenger, straight from your CRM
New-lead handling: CRM entry, team alert and reminder
A weekly ad report, delivered as a deck to your inbox
Lead verification and CRM sync — straight from a JotForm form
Nightly file transfer between servers
Cold deals close themselves — and bring back feedback
Move files from cloud to server, with a report
Weekly backups of every scenario — with full history
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Store lead emails turned into CRM contacts and deals automatically
Stalled deals bring themselves back to life
Course applications are evaluated and answered automatically
Properties with owner contacts — daily to your CRM and email
Personal client emails from their own history
Personal email drafts to clients — from your correspondence history
Personalized certificates after a test, straight to email
Client onboarding from a single form: folder, contact, channel, tasks
Requests routed to the right team — sorted automatically
Invoices from your email — filed and logged automatically
Email replies with the client's history in mind — with your approval
Contract renewal reminders: an email to the client, a task for the rep
A client proposal — assembled for you
Draft email replies — ready in advance
A personal AI assistant with a personality
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Self-updating images and links in materials — automatically
Instant, personal outreach to every new lead
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
A brief on the counterpart's company before a call
Website uptime monitoring with alerts — automatically
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Automatic lead qualification in Pipedrive
Onboard a new hire from one form: emails, access, documents
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
A brief on the person and their company before a call
Reports from diagnosis emails — as PDF, straight to the recipients
Personal post-webinar follow-ups, written from the recording itself
The recording, emailed to everyone who missed the meeting
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
A recording turned into a short brief
Alerts for customers losing interest: to the rep, into a task, and by email
Blog articles from store products — a draft for each
A competitor cheat sheet right in the Pipedrive deal card
Job applications from a chat — with a ready letter and resume
Client onboarding after a won deal
Customer feedback from every channel, turned into themes and tasks
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
SSL certificate expiry reports — weekly to chat and email
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
A chat that captures the lead and books the demo
M365 employee onboarding — folders, channel and email in one step
Tell customers their bug is fixed — the moment the issue closes
Client proposals from a request — built and sent automatically
Interview questions tailored to a specific candidate
Job search with a resume tailored to each — automatically
Voice of the customer from every channel: collected, clustered, acted on
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
A satisfaction survey after every deal, with replies sorted
Customer churn prediction from deals and tickets
Personal replies to candidates — a congratulation or a gentle rejection
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry