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Question

How do I attach emails to Pipedrive cards instead of as files?

  • August 14, 2024
  • 3 replies
  • 28 views

I want to automate the creation of cards in Pipedrive when an email arrives in the inbox. We need to have the email attached to the email area of the card and i was only able to attach it as a file. As you can see in the image. 

How can i solve this problem?

 

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • August 14, 2024

Hi @scordeiro 

For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode.


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  • August 14, 2024

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • August 14, 2024

@scordeiro 

For us to have more context, post screenshots with how your Zaps steps 4-5 are configured in EDIT mode.

 

NOTE: Looks like you are using an older version of the Gmail Zap app integration.

Best practice is to update to the newest Zap app integration version.

 

You may want to use this Zap trigger: Gmail - New Email Matching Search