How to Automate Pipedrive Tasks from New Gmail Emails through Zapier

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Automating Pipedrive tasks from new Gmail emails using Zapier can help you streamline your sales process by creating tasks or deals in Pipedrive whenever you receive relevant emails in Gmail. Here's a step-by-step guide:

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1. From your 'Zapier' dashboard, select 'Zap'.
2. Click on the 'Trigger' field to select the event.
3. Select 'Gmail' as the trigger app.
4. Click 'New Email' as the trigger event.
5. Authorize Zapier to access your Gmail account.
6. Select the label or mailbox and click 'Continue'.
7. Click 'Test trigger'.
8. Search and select 'Pipedrive' as the action app.
9. Add an action for Pipedrive.
10. Authorize Zapier to access your Pipedrive account by clicking the 'Allow and Install' button.
11. Configure the action and click 'Continue'.
12. Click 'Test step' to send a test email to your Gmail account matching the trigger criteria.
13. Once testing is successful, click 'Publish' to turn on the zap to automate the workflow.