Capture sales inquiries as Pipedrive leads
Notis reads each new Gmail message, recognizes credible buying intent, and creates a Pipedrive lead with the useful context from the conversation.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Why this helps
Promising inquiries are easy to overlook when they arrive between support messages, newsletters, and operational email.
- Keeps qualified interest visible outside the inbox
- Preserves the email context needed for a useful first response
- Reduces manual CRM entry during a busy day
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis once in the portal.
- 2Create an automation and tell Notis which incoming messages count as qualified sales inquiries and that each should become a Pipedrive lead.
- 3Pick the new Gmail message trigger and choose where Notis should report each run.
- 4Send one realistic inquiry to Gmail and confirm the lead appears correctly in Pipedrive.
Questions about this workflow
Can Notis ignore newsletters and support email?
Yes. Describe the buying signals and exclusions in plain language so Notis only creates leads for relevant inquiries.
What context can be included with the lead?
Your instruction can ask Notis to use useful details present in the email, such as the sender, company, request, and stated timeline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Pipedrive. A trigger fires from one place; an action lands in another.
Gmail triggers
Pipedrive actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add a call log
Adds a new call log.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Add a comment to a note
Adds a new comment to a note.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Not just Gmail and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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