Automatically link emails with WON deals

Patrick Gierveld

Automatically link emails with WON deals

Mike van der Valk

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

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

@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

This has been a huge issue for us as well

Patrick Gierveld

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

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 :

 

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

Praveen Kumar

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

Patrick Gierveld

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

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

@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