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Question

How do I create a deal in Pipedrive from new form submissions without an email field in the Gmail integration?

  • November 1, 2024
  • 4 replies
  • 21 views

Does the integration GMAIL+Pipedrive doesn't contains email field in Pipedrive?

I have 2 forms on my website:
https://www.coolhorse.com/pages/sell-your-saddle
https://www.coolhorse.com/pages/request-for-quote

I need create a deal in Pipedrive, when I get every new filled form on email. Does it real?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

JammerS
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  • Zapier Staff
  • November 4, 2024

Hi @GeorgeM,

 

Welcome to the Community.

 

To create a deal in Pipedrive when a new form is submitted and you receive an email, use Zapier to trigger a new email in Gmail, make a deal in Pipedrive, and map email fields to deal fields. Test and review your setup.

 

Let us know if you need further assistance.


tomzap
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  • Beginner
  • November 5, 2024

We just wanted to check in and see how everything is going with your Zap. Did JammerS recommendation help resolve the issue? Feel free to reach out if you need any further assistance with your Zap. We're here to address any concerns and help you out


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 5, 2024

Hi @GeorgeM 

If you need more help with your Zap post these screenshots:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode so we can see the field mappings

JammerS
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  • Zapier Staff
  • November 6, 2024

Hi @GeorgeM,

 

Just to advise, when posting a screenshot to the Community, it is essential to obscure any sensitive information within the screenshot for security purposes. Thank you. We're looking forward to troubleshooting your issue further.