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Connect Gmail, Google Sheets and Pipedrive

Deals live in Pipedrive, conversations in Gmail and reporting in Google Sheets. One automation can log emails against deals, keep a sheet of pipeline numbers and send follow-ups when deals stall.
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Workflows

What Gmail, Google Sheets and Pipedrive can do together

Each of these is one automation that uses all three apps. Copy a prompt into your assistant and change the details to fit.

Daily pipeline sheet with a summary email

Every weekday at 8 am, copy my open Pipedrive deals with stage, value and owner to my Pipeline sheet and email me which deals moved stage yesterday.

Lead emails to Pipedrive deals

When an email arrives from my website form, create the person and a deal in Pipedrive, and add the lead and its source to my Leads sheet.

Follow up on stalled deals

Every morning, find Pipedrive deals with no activity for 7 days, send the contact a short follow-up from my Gmail, and log each one in my Follow-ups sheet.

Import a list into Pipedrive and email owners

When I add rows to my Event leads sheet, create people and deals in Pipedrive assigned to the owner in the row, and email each owner their new leads.

Use cases

Why people use Gmail, Google Sheets and Pipedrive together

  • Pipeline numbers in a sheet

    Founders and sales managers report from Sheets. The automation copies open deals, stages and values from Pipedrive every day and emails a summary of what moved.

  • Leads by email into Pipedrive

    Inbound leads arrive by email. The automation creates the person and deal in Pipedrive and logs the lead in a sheet for campaign tracking.

  • Follow-ups on stalled deals

    Deals go quiet. The automation finds deals with no activity for a set number of days, emails the contact from your Gmail and notes it in the sheet.

Ready-made ideas

Start from two of the three apps

These automations use two of the apps. Ask your assistant to add the third as an extra step.

Gmail + Google Sheets

Daily

Copy a table from a web page into a sheet every morning

Each morning the listings on a page you choose are added to your Google Sheet, and you get the same rows by email as a CSV.

See how it works
Every 10 minutesAI

Log PDF invoices from Gmail in a spreadsheet

Every invoice that arrives by email is added as a row in your Invoices sheet with supplier, date, number and total.

See how it works
Daily or weeklyAI

Draft a LinkedIn post from your content sheet every weekday

Each weekday you get an email with a ready-to-edit LinkedIn post about the next idea in your Content sheet.

See how it works

Gmail + Pipedrive

The moment it happens

Add website form leads to Pipedrive and email them a thank-you

Each form submission becomes a person and a deal in Pipedrive, and the lead gets a confirmation email from your Gmail straight away.

See how it works
Every 10 minutesAI

Sort lead replies in Gmail into Pipedrive follow-ups

Replies from Pipedrive contacts are tagged by intent and urgency, logged on their deal with a follow-up activity, and hot ones are flagged in Slack.

See how it works
DailyAI

Get a Pipedrive brief by email before each sales meeting

Each morning you get one email with the deal stage, value, recent notes and past activities for everyone you're meeting that day.

See how it works

Build your own

Build any Gmail, Google Sheets and Pipedrive automation you can describe

The workflows above are examples. Describe your own steps across Gmail, Google Sheets and Pipedrive, plus any other app or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Setup

Connect each app once

Every workflow on this page uses the same connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Gmail

Email

  1. At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
  2. Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
  3. Under Data Access, add the scopes you need, such as https://www.googleapis.com/auth/gmail.modify, or gmail.send if you only want to send.
  4. Under Clients, create an OAuth client of type Web application with the redirect URI https://clickruntime.com/oauth/callback.
  5. In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.

Google Sheets

Spreadsheets

  1. In the ClickRuntime dashboard, open Connections and choose Google Sheets.
  2. Sign in with your Google account and allow access.
  3. Pick the spreadsheets the automation may use. It can't see any other file in your Drive.

Pipedrive

CRM

  1. In Pipedrive, click your avatar in the top right and open Personal preferences.
  2. Open the API tab and copy Your personal API token.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Pipedrive. It is sent in the x-api-token header.

FAQ

Questions about connecting Gmail, Google Sheets and Pipedrive

Does it see all deals or only mine?
It sees what your Pipedrive API token can see, which follows your user's permissions in Pipedrive.
How does it know when a deal changes?
Pipedrive can send events as they happen to the automation's trigger link, or the automation can check for changes on a schedule.
Can follow-ups be drafts instead of sent emails?
Yes. Ask for Gmail drafts and the automation leaves them in your Drafts folder to review and send yourself.

Related pages

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