Connect Pipedrive CRM and Textline and Gmail integrations

Connect Pipedrive CRM and Textline and Gmail with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Pipedrive CRM and Textline and Gmail to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Pipedrive CRM and Textline and Gmail workflows.

Looking to get more out of Pipedrive CRM and Textline and Gmail? With Make you can visually integrate Pipedrive CRM and Textline and Gmail into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Creation of documentation (e.g. contract) for a new deal meeting specified criteria

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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Create a new deal in Pipedrive from a LinkedIn Lead Gen Forms submission and notify the lead via Gmail

Every time a new LinkedIn Lead Gen Forms lead is submitted, a new deal will be created in Pipedrive and a confirmation email will be sent to the lead via Gmail.

The template assumes your LinkedIn form collects these details:

First name
Last name
Phone
Email

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Get random GIFs using GIPHY and send them by email when Pipedrive CRM deals occur

Every time a new Pipedrive CRM deal occurs, Make will automatically create a random GIF using GIPHY and send it in an email.

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Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

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Create a Gmail draft message from a new Google Sheets row

Use this template to create a Gmail draft message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

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Save a Gmail email to Google Sheets as a new row

Use this template to save a Gmail email message to your Google Sheets spreadsheet as a new row.

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Save a Gmail email containing a specific phrase to Google Sheets as a new row

Use this template to save a Gmail message containing a specific phrase to your Google Sheets spreadsheet as a new row.

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Send a Gmail email from a new Google Sheets row

Use this template to send a Gmail message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

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Add client inbox label to Gmail

The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.

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Build your Pipedrive CRM and Textline and Gmail integrations.

Create custom Pipedrive CRM and Textline and Gmail workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action

Add an Installment Subscription

Adds a new installment subscription.

Action

Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

Copy an Email

Copies an email or a draft into a selected folder.

Action

Create a Customer

Creates a new customer.

Action

Create a Deal

Creates a deal.

Action

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