Let someone know you're heading home
How this automation works
Send your customer an email with next steps when a deal is won. Or let your team know about Pipedrive deals that match a filter to celebrate when deals are won, inform of deals lost, and more. This Applet will automatically send an email in Gmail with all the details when a deal matches a Pipedrive filter.
If
New deal matching filter
Trigger ingredients
DealTitle
DealId
OrgName
OrgId
StageName
StageId
Status
FormattedValue
Value
Currency
ExpectedCloseDate
PersonName
PersonEmail
PersonPhone
PersonId
OwnerName
OwnerId
CreatedAt
Then
Send an email
Action fields
to
cc
bcc
subject
body
attachment_url
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Create your own Gmail and Pipedrive workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
7 triggers, queries, and actions
New activity
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new activity.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal.
New deal matching filter
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal which matches a Pipedrive filter.
Create activity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
Send yourself an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send yourself an email. HTML, images and links are supported.
Create activity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.
New activity
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new activity.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal.
New deal matching filter
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new deal which matches a Pipedrive filter.
Send an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send an email to up to twenty recipients from your Gmail account.
Send yourself an email
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send yourself an email. HTML, images and links are supported.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Gmail and Pipedrive
About Gmail
Connect Gmail to send emails to yourself and others.
Connect Gmail to send emails to yourself and others.
About Pipedrive
Pipedrive is the easy-to-use, #1 user-rated Sales CRM and pipeline management software that enables businesses to plan their sales activities and close deals in less time. Do more to grow your business with Pipedrive and IFTTT.
Pipedrive is the easy-to-use, #1 user-rated Sales CRM and pipeline management software that enables businesses to plan their sales activities and close deals in less time. Do more to grow your business with Pipedrive and IFTTT.