Emails from Outlook to Pipedrive

Tõnis Jõgeva
Tõnis Jõgeva Member Posts: 2 VERIFIED MEMBER
Second Anniversary First Comment
in Workflow Automation #1

Hi everyone,

It was hard for me to find an answer to this one, but perhaps the community can help.

We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct email and we can only add those leads into Pipedrive manually. This takes A LOT OF TIME.

I am wondering if there is a way to get the email leads into Pipedrive automatically somehow?

Keep in mind that we have multiple users in Pipedrive, but one general inbox where we receive new client leads which is not synced with Pipedrive. I was thinking that perhaps I should create a user for this general inbox and "Sync emails with specific labels...".

This however will go to email tab in Pipedrive, but I would want that specific email to generate a LEAD in Pipe.

Is my idea feasible? My tests are not working. Is there a better way?


Thanks!

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Answers

  • Daniel Dubalski
    Daniel Dubalski Member Posts: 15 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Likes Name Dropper
    edited February 2023 #2

    Hi @Tõnis Jõgeva,

    We had the same issue and were able to automize it (s. https://community.pipedrive.com/discussion/comment/34427).

    If your mails always follow a certain structure, it is quite easy to set up a workflow with an automation tool like Zapier or Make.

    We for instance have a Deal Pipeline for these leads and every incoming mail with a lead will create a new organization, person and deal based on the information provided in the mail.

    You can also try (and even use) Make for free. With the help of their community I was able to set the workflow up, just as I need it (https://community.make.com/t/split-text/8275).

    Cheers,

    Daniel

  • Tõnis Jõgeva
    Tõnis Jõgeva Member Posts: 2 VERIFIED MEMBER
    Second Anniversary First Comment
    #3

    Thanks, Daniel for the tip.

    I guess our biggest problem is that potential customer can email us without a structure and there are no trigger words to even create a lead out of it. We can generate a general lead for sure, but to really automate it would need to include a service they are asking for an in which country. Our webform does that perfectly, but emails simply do not have enough clarity to add to pipe as leads/deals.

    I was thinking that perhaps organizing incoming emails into specific subfolders that trigger automatization in Pipe. Does anyone know how to do this?


    Thanks.

    Tõnis

  • clementc
    clementc Member Posts: 29 VERIFIED MEMBER
    10 Comments Photogenic Name Dropper
    #4

    Hi Tonis, I created an app for this. Since automation is sometimes really hard to fine tune, a good manual integration is sometimes better.

    The tool is called Pipelook and allows one to open a sidepanel in Outlook to interact with your CRM. Basically, when reading an email, you'll be able to create a new deal with a few clicks, without leaving your Outlook mailbox.

    I hope this helps!

    https://www.pipelook.app/

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