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Connect Gmail to Pipedrive

Most sales conversations happen in email, but the pipeline is tracked in Pipedrive. Connecting Gmail and Pipedrive means new leads get a reply from your own address while their deal is created, replies turn into follow-ups, and you get a brief in your inbox before each meeting.
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Ideas

What you can do with Gmail and Pipedrive

Lead capture, reply follow-ups and meeting briefs, between your Gmail inbox and your Pipedrive pipeline. These are ready-made starting points. Anything else you can describe works too.
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 Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Gmail and Pipedrive, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Gmail and Pipedrive automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Gmail and Pipedrive in your own words, with your conditions, other apps 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.

For example, ask your assistant

Create Pipedrive deals only from emails AI judges as real inquiries, and set the deal value from any budget mentioned in the email.

For deals in Proposal sent with no reply after 5 days, create a Gmail draft follow-up and a Pipedrive activity for the owner.

Use cases

Why people connect Gmail and Pipedrive

How the two apps work together

  • ClickRuntime checks Gmail every few minutes for emails matching a label or sender and creates people, deals or notes in Pipedrive.
  • Pipedrive changes can arrive through its webhooks or a scheduled check, and trigger Gmail emails or drafts.
  • People are matched by email address.

  • Turn inbound emails into deals

    Small sales teams get inquiries by email. Each new inquiry creates a Pipedrive person and deal with the email as a note.

  • Follow-up drafts for quiet deals

    Reps get Gmail drafts for deals with no activity in a set number of days, written from the deal details.

  • Log email conversations

    Account managers want email history on the person record. Emails from known contacts are added as notes.

  • Send updates on stage changes

    When a deal moves to Proposal sent or Won, the contact gets a Gmail message from the rep's address.

More apps

Gmail, Pipedrive and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Email inquiries to Pipedrive with Slack ping

When an email with the label Inquiry arrives, create a Pipedrive deal and post it in #sales on Slack.

Meeting booked emails

When a Google Calendar event is created with a Pipedrive contact, add an activity to their deal and send them a Gmail confirmation.

Weekly email-to-deal report

Every Friday, write to a Google Sheet how many Pipedrive deals came from email this week and their total value.

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.

More with these apps

Setup

Connect Gmail and Pipedrive once

Every idea on this page uses the same two 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.

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 and Pipedrive

Do emails come from my own address?
Yes. Emails are sent through your connected Gmail or Google Workspace account, so they come from your address and replies arrive in your inbox as usual.
Does ClickRuntime read all my email?
Only if an automation needs it and you allow it when connecting Google. Reply classification reads new inbox messages and only acts on those from people already in Pipedrive; the others are left alone.
Will it create duplicate people in Pipedrive?
No. Each automation searches Pipedrive by email address before creating a person, and only creates one when there is no match.
Can I use a shared sales inbox?
Yes. Connect the Google account for the shared inbox, such as sales@ your domain, and the automations read and send from that account instead of your personal one.
Which Pipedrive records do these automations change?
Persons, deals, notes and activities. They do not delete anything in Pipedrive.
Can it read a specific label only?
Yes. You can limit it to a label or search query.
Can it draft instead of send?
Yes. It can leave emails in Gmail Drafts for you to check before sending.
How quickly are new emails picked up?
Gmail is checked on your schedule, as often as every 5 minutes.

Related pages

Keep exploring

Tell your assistant what Gmail and Pipedrive should do together

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