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Email
Pipedrive CRM

Connect Email and Pipedrive CRM integrations

Explore ready-made Email and Pipedrive CRM templates and start automating in minutes.

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Create a custom workflow

Integrate Email with Pipedrive CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Email
Trigger: Watch Emails
Pipedrive CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new email is received for processing according to specified criteria.

2. Select an action

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

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

  • Adds a participant to a deal.

  • Adds a product to the deal.

  • Adds a new recurring subscription to a deal.

  • Adds a new installment subscription.

  • Adds an installment to a deal.

  • Cancels a recurring subscription.

  • Creates a deal.

  • Creates a deal.

  • Creates a new deal field.

  • Creates a lead.

  • Creates a new lead label.

  • Creates a note.

  • Creates a person.

  • Creates a person.

  • Creates a product.

  • Creates a product.

  • Creates a new project.

  • Creates a new task.

  • Creates an activity.

  • Creates an activity.

  • Creates an organization.

  • Creates an organization.

  • Deletes a deal.

  • Deletes a deal field by its ID.

  • Delete a follower from a deal.

  • Delete a follower from a deal.

  • Deletes a lead.

  • Deletes lead label by its ID.

  • Marks mail thread as deleted.

  • Deletes a note.

  • Deletes a person.

  • Deletes a product.

  • Deletes or archives a project by its ID.

  • Marks an installment or a recurring subscription as deleted.

  • Deletes task by its ID.

  • Deletes an activity.

  • Deletes a product attachment from a deal.

  • Deletes an installment.

  • Deletes an organization.

  • Downloads a file.

  • Returns details of a specific deal.

  • Returns details of a specific deal.

  • Gets a Deal field.

  • Gets filter by its ID.

  • Gets a lead.

  • Returns specific mail thread.

  • Returns data about specific mail message.

  • Returns details about a specific note.

  • Returns details of a person.

  • Returns details of a person.

  • Returns data about a specific product.

  • Returns data about a specific product.

  • Gets a project by its ID.

  • Returns details of an installment or a recurring subscription.

  • Gets task by its ID.

  • Returns data about a specific user within the company.

  • Returns details of a specific activity.

  • Returns details of a specific activity.

  • Returns details of an organization.

  • Returns details of an organization.

  • Gets deals summary.

  • Performs an arbitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • Updates a deal.

  • Updates a deal.

  • Updates Deal field by its ID.

  • Updates a lead.

  • Updates lead label by its ID.

  • Updates the properties of a mail thread.

  • Updates a note.

  • Updates a person.

  • Updates a person.

  • Updates a product.

  • Updates a product.

  • Updates project by its ID.

  • Updates a recurring subscription.

  • Updates task by its ID.

  • Updates an activity.

  • Updates an activity.

  • Updates an installment added to a deal.

  • Updates an installment subscription.

  • Updates an organization.

  • Updates an organization.

  • Updates an organization field value.

  • Updates product attachment details of the deal-product (a product already attached to a deal).

  • Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Email and Pipedrive CRM.

Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
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 (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Cancel a Recurring Subscription (Deprecated)
Cancels a recurring subscription.
Action
Copy an Email
Copies an email or a draft into a selected folder.
Action
Load more

Popular Email and Pipedrive CRM workflows

Connect Email and Pipedrive CRM with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Send follow up emails to leads after a few days from Pipedrive deals

Maximize lead engagement with scheduled follow-up emails, enhancing Pipedrive deal conversion rates and nurturing valuable connections, while reducing response times and improving CRM productivity.

Send follow up emails to leads after a few days from Pipedrive deals
Use template
App Families

Notify internal and external stakeholders when deals reach new stages

Improve communication by informing internal and external stakeholders of deal progress, ensuring timely updates on significant stage advancements for better collaboration.

Notify internal and external stakeholders when deals reach new stages
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.