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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.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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

  1. When someone submits your website form, ClickRuntime receives their details straight away.

  2. It looks them up in Pipedrive by email, and adds them as a new person if they are not there yet.

  3. A new deal is opened in Pipedrive for that person, named after their company.

  4. 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

RunsThe moment it happens
Add website form leads to Pipedrive and email them a thank-youjust nowSucceeded
Pipedrive · DealsNew deal: Northwind Studio - website enquiry (Sam Carter). Confirmation email sent to sam@northwind.example.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. 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.

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

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
web_form_leads_into_pipedrive_with_a_gmail_confirmation.pyexample
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?
Any form or website that can send a webhook, such as Typeform, Tally, Webflow or your own site. You paste the link ClickRuntime gives you into the form's webhook settings.
Can I write the confirmation email myself?
Yes. Give your AI assistant the wording you want and it will use it, including the lead's name and anything else from the form.
Which pipeline do the deals go into?
Your default Pipedrive pipeline and its first stage, unless you name a different pipeline or stage when you set it up.
What permissions does it need?
Pipedrive write; Gmail send. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Add website form leads to Pipedrive and email them a thank-you” from your assistant

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