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Bert Caryn
Bert Caryn Member Posts: 7
First Anniversary First Comment Photogenic
edited July 2022 in Sales CRM #1

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

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  • Justin Stephens
    Justin Stephens Member Posts: 27
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    edited April 2022 #2
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    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 Member Posts: 146
    First Anniversary 5 Up Votes 5 Likes First Comment
    edited April 2022 #3
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    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 Posts: 2,066 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited April 2022 #4
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    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!

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