Automatically link emails with WON deals

Automatically link emails with WON deals
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  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited June 2020 #2
    Hi @Patrick Gierveld thanks for sharing. I'm happy to pass on your feedback to the team. Could you please explain your usecase a bit better. Why would you need the functionality, how would you use it, etc.. Then we can better understand why the manual linking of the deal specific bcc address are not enough for your case.
  • Patrick Gierveld
    Patrick Gierveld Posts: 4
    edited June 2020 #3
    Functionality:
    Automatically link emails with WON-deals.

    Problem:
    When our team signed a contract with a (open) deal, the open deal goes on status WON. But after the deal goes on WON, it is not possible to automatically link emails with WON-deals.

    After the deal is put on WON, we send the new customer, for example, welcome messages, start-up documents, feedback forms, bulk BCC email mailing campagsn e etc.

    Then we have to manually link emails to won-deals, this takes a lot of time and multiple pair of hands.


    I am on tab 'Mail'
    When I see email message aren't linked to won-deals
    Then I have to link the e-mail message to won-deals manually
    But I expect that the system is linking the email message to won deals automatically.

    Is this enough for you?

    -
  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited June 2020 #4
    @Patrick Gierveld very clear thank you so much! I just want to make sure I can properly present the case to our product team working on it, I appreciate your time to answer to me.
  • Jay Wealcatch
    Jay Wealcatch Posts: 75
    10 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2020 #5
    This has been a huge issue for us as well
  • Patrick Gierveld
    Patrick Gierveld Posts: 4
    edited July 2020 #6
    Hi Praveen,

    Thank you for your help.

    Klenty is built for sales/marketing campaigns, right?
    Does it work/ is it also effective when I send just 1 personal written email message?

    We are looking for a solution for such cases. Hope to hear from you
  • Praveen Kumar
    Praveen Kumar Posts: 31
    edited June 15 #7

    Hey @Patrick Gierveld ,

    This automation you're expecting is something Klenty had built not very long ago, just because a lot of Pipedrive users like you had wanted !! And it has worked out seamlessly for them 

    So let me explain to you what this workflow does. Whenever you move a deal from an 'open' stage to 'won' stage, Klenty can automatically trigger emails to go for this stage. It is basically like an email sequence for every sales pipeline. You can create email sequence , follow-ups , tasks, etc for every stage that you want. 

    Since Klenty has native integration with Pipedrive, once your deal moves to a particular stage, an automated email is triggered. It saves so much of manual work !!

    The automation is similar to this :

    image

     

    https://community.pipedrive.com/user/patrick_gierveld

    _MyMrZlilWepr62mDLQWgDqmJ5HiBU6ge-NW-KOmjyex8FZZxFR1BKKy88MyHP7smWIwNr88LSoc1o3rVmO5IfW9Zx2eKLG_1BDEAIUF-S7AHa70WiMlAZQsN5mgxbjQ0Jn_Akid
  • Praveen Kumar
    Praveen Kumar Posts: 31
    edited July 2020 #8
    Hi @Patrick Gierveld , of course, yes, Klenty lets you send personalized one-off emails as well. I'd suggest you book a call/demo with us or try our 14-day trial for free. We will be happy to help you with whatever you need :D
  • Patrick Gierveld
    Patrick Gierveld Posts: 4
    edited July 2020 #9
    Ah ok, our sales department already work with Klenty.
    But I'm not sure about using it for customers/ambassador. This also means an extra system to work in, extra accounts, more information for the team etc.

    Is it not possible to enable this as a feature flag in Pipedrive?
  • Paul Wood_29660
    Paul Wood_29660 Posts: 12
    edited April 2021 #10
    I am struggling with this for my clients too. Can a Pipedrive employee give an update? Its frustrating that Pipedrive seems to have been developed entirely with the sales process in mind. Once the sale is made it just seems to throw its hands up in the air and celebrates then does nothing... I'm not sure why that is, a sale isn't made until payment is made and goods or services are rendered.

    Please escalate this feature.
  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited April 2021 #11
    @Paul Wood we are actually working on a project management research at the moment. With this idea in mind after a deal is won you can continue tracking the delivery of the product/service inside a project, also track your emails there so basically work on the after-sales process. Join this channel hear to learn about the latest ins and outs there: https://community.pipedrive.com/group/project-management-delivery-management