LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt

How to Automate Pipedrive Tasks from New Gmail Emails through Zapier



How to Automate Pipedrive Tasks from New Gmail Emails through Zapier: step-by-step guide

  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. Search and select 'Pipedrive' as the action app.

  8. Add an action for Pipedrive.

  9. Authorize Zapier to access your Pipedrive account by clicking the 'Allow and Install' button.

  10. Configure the action and click 'Continue'.

  11. Click 'Test step' to send a test email to your Gmail account matching the trigger criteria.

  12. Once testing is successful, click 'Publish' to turn on the zap to automate the workflow.

Quick answer: To automate Pipedrive tasks from new Gmail emails using Zapier, select Zap from your dashboard, choose Gmail as the trigger app with the New Email event, and authorize access. Then, select Pipedrive as the action app, authorize the account, configure the action, test the step, and publish the zap.

About this Zapier tutorial

Automate Pipedrive tasks from new Gmail emails using Zapier by configuring triggers, connecting your accounts, testing the step, and publishing your zap. This guide shows how to automate Pipedrive Tasks from New Gmail Emails through Zapier in 12 steps, starting with "From your 'Zapier' dashboard, select 'Zap'" and finishing with "Once testing is successful, click 'Publish' to turn on the zap to automate the workflow". The interactive demo above is a click-through copy of the real Zapier interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to automate Pipedrive Tasks from New Gmail Emails through Zapier?

12 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Zapier data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Zapier, Gmail, Pipedrive and Automation. Related guides: How to Automate Todoist from Outlook Calendar Events Through Zapier, How to Automate Todoist Task Creation from Gmail Emails with Zapier and How to Automate Typeform Survey Creation from Airtable with Zapier. Last reviewed 05 Oct 2026.

LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt
🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free→

This website uses cookies to enhance the user experience.

AcceptDecline