mailing

Bert Caryn
Bert Caryn Posts: 4
Second Anniversary First Comment Photogenic
edited July 24 in Sales CRM #1

hi everyone, how can we document a mail sent from outlook automatically in pipedrive? thank you !!

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Comments

  • Justin Stephens
    Justin Stephens Posts: 31
    edited April 29 #2

    hey Bert!

    If you sync your email system within pipedrive, it will automatically track all your inbound and outbound emails.

    It will not track open rates and click throughs unless you send the email directly from pipedrive!

    If you need help, let us know!

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 191
    100 Comments Second Anniversary 5 Up Votes 5 Likes
    edited April 29 #3

    Hi, you can also use smart bcc email address, which is basically a manual way, how to sync it with persons/deals etc.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #4

    Hi @Bert Caryn !

    Just like @Justin Stephens and @Martin Pecha said, you can use Pipedrive's Email Sync feature to do that. Learn more about it here.

    It's a great time-saver and also spares you the trouble of constantly changing context to another tab in your browser.

    Have a great week!