Your sales team is sending and receiving emails every day. But how much of that activity is actually tracked in your CRM? For most SMBs, the honest answer is: not enough. We built a two-part sales automation that logs 100% of inbound and outbound Gmail activity in Pipedrive — automatically, with zero manual effort.
The Gap in Your Pipeline
When email conversations aren't in your CRM operations system, you lose:
- Full deal history — new reps have no context when they take over
- Management visibility — no way to see where conversations actually stand
- New leads — emails from unknown senders vanish with no record created
- Follow-up accountability — nobody knows what was promised
Pipedrive's native Gmail integration helps, but it relies on reps remembering to BCC or sync manually. This automation removes that dependency entirely. If your team also takes inbound calls, pair it with our call transcript logging automation for complete pipeline coverage.
Two Zaps, Complete Coverage
We build two separate automations — one for inbound emails, one for outbound — as part of our AI-augmented operations services. They have different logic, and that's intentional.
📧 Zap 1 — Inbound Email
📤 Zap 2 — Outbound Email
What This Delivers
Every deal in Pipedrive now has a complete email timeline — not just what was logged when a rep remembered. Management sees the full picture without chasing updates. New team members can jump into any deal and immediately understand the conversation history. See more results like this in our client case studies.
Pairs perfectly with our call logging automation. Together they give you complete communication coverage — every call and every email, all tracked automatically. Also see 7 tasks to automate before your next hire for more quick wins.
We Build It For You
This isn't a template you copy and paste. Getting it right requires configuring the deduplication logic, setting up Gmail labels, handling edge cases, and testing against your real inbox. We take care of all of it. View our service packages or contact us to discuss your setup.
Book a free strategy call and we'll scope the exact setup for your business — usually live within a week.
Ready to Stop Losing Email History in Your CRM?
Book a free strategy call. We'll assess your current setup and show you exactly how this automation would work for your sales inbox.
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