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.
- Runs
- The moment it happens
- Apps
- Gmail, Pipedrive
- AI
- Not needed
- Access
- Pipedrive write; Gmail send
Send this to your assistant
Create a ClickRuntime automation: when my website form posts to a webhook, create or update the person in Pipedrive, open a deal, and send them a thank-you email from my Gmail.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A small agency gets enquiries through its website form. Today they arrive as notification emails, someone copies the details into Pipedrive when they get a minute, and the person who enquired hears nothing until a rep finally replies. By then they may have contacted two other agencies.
This automation does both jobs at once. The enquiry becomes a person and an open deal in Pipedrive, so it is in the pipeline from the first minute, and the lead receives a short confirmation from your own Gmail address, so they know a real person has their message and when to expect a reply.
What you get out of it
Leads hear back within seconds
A confirmation from your own address reassures the person their enquiry arrived and reduces the chance they shop around.
No copying from emails
Name, email, company and message go straight into Pipedrive without retyping.
Every enquiry is in the pipeline
An open deal is created for each lead, so nothing is tracked only in someone's inbox.
Existing contacts are reused
If the person is already in Pipedrive, the new deal is added to their record rather than a duplicate.
Replies go to the right place
The confirmation comes from your Gmail, so if the lead replies, the answer lands in your inbox.
How it works
What happens, step by step
When someone submits your website form, ClickRuntime receives their details straight away.
It looks them up in Pipedrive by email, and adds them as a new person if they are not there yet.
A new deal is opened in Pipedrive for that person, named after their company.
A thank-you email is sent to the lead from your Gmail address.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect Pipedrive
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
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.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other Gmail and Pipedrive steps into one automation
Under the hood
The code that runs this automation
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http
API = "https://api.pipedrive.com"
@on_event
def handle(event):
form = event.json or {}
email, name = form["email"].strip().lower(), form.get("name") or form["email"]
headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
found = http.get(f"{API}/api/v2/persons/search", headers=headers,
params={"term": email, "fields": "email", "exact_match": "true"}).json()["data"]["items"]
person_id = found[0]["item"]["id"] if found else http.post(f"{API}/api/v2/persons", headers=headers, json={
"name": name, "emails": [{"value": email, "primary": True}]}).json()["data"]["id"]
deal = http.post(f"{API}/api/v2/deals", headers=headers, json={
"title": f"{form.get('company') or name} - website enquiry", "person_id": person_id}).json()["data"]
msg = EmailMessage()
msg["To"], msg["Subject"] = email, "Thanks, we've got your message"
msg.set_content(f"Hi {name.split()[0]},\n\nThanks for getting in touch. We'll reply within one working day.\n")
gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
return {"person": person_id, "deal": deal["id"]}FAQ
Common questions
Which form tools does this work with?
Can I write the confirmation email myself?
Which pipeline do the deals go into?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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