Connect Gmail and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New mail matches your specified search criteria
New Email
New Attachment
New Starred Email
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Gmail and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New mail matches your specified search criteria
Triggers when a new email matches your specified search criteria.
New Email
Triggers when a new email appears in the specified mailbox(label).
New Attachment
Triggers when you receive a new attachment in the specified mailbox(label).
New Starred Email
Triggers when a new email appears in the STARRED mailbox(label).
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Mail
Sends a new email message using your Gmail account.
Find all Mail by label Id and Sender Email
find all mails filter by label Id and sender email.
Get all Mail
Retrieve all emails from the inbox.
Remove Label From Email
Remove a label from an email message.
Add Label to Email
Add a label to an email message.
Reply to Email
Send a reply to an email message.
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Step by step guides to integrate Gmail and Pipeline CRM
Frequently Asked Questions
To start, connect both your Gmail and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Pipeline CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gmail and Pipeline CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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