Emails should automatically be counted as activities like phone calls

Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.

0
0 votes

· Last Updated -

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Brandon Wood , thank you for your feedback!

    We make this distinction because we see the creation of an email type of Activity as a reminder to something, and the actual sending of the email as the action that needs to be done (the same way you have to mark a Meeting type of activity as done after you've attended that meeting).

    With calls made using the Caller feature, it's true that we made that connection easier, although you can still create Call type of activities manually and mark them as done manually too (if you made the call directly from your phone, for example).

    I can see how emailing is has a specificity to it that having an activity automatically created and marked as done associated with each message sent would be useful, so I'm forwarding your suggestion internally to our team.

    In the meantime, if you're sending emails that can be constructed using an email template, I would suggestion creating a Workflow Automation where creating or marking a certain type of activity as done would trigger the sending of an email message using said template.

  • Brandon Wood_1990
    Brandon Wood_1990 Posts: 42
    10 Comments Second Anniversary Name Dropper Photogenic
    edited October 2021 #3

    Hi @Brandon Wood , thank you for your feedback!

    We make this distinction because we see the creation of an email type of Activity as a reminder to something, and the actual sending of the email as the action that needs to be done (the same way you have to mark a Meeting type of activity as done after you've attended that meeting).

    With calls made using the Caller feature, it's true that we made that connection easier, although you can still create Call type of activities manually and mark them as done manually too (if you made the call directly from your phone, for example).

    I can see how emailing is has a specificity to it that having an activity automatically created and marked as done associated with each message sent would be useful, so I'm forwarding your suggestion internally to our team.

    In the meantime, if you're sending emails that can be constructed using an email template, I would suggestion creating a Workflow Automation where creating or marking a certain type of activity as done would trigger the sending of an email message using said template.

    @Inês Batata Thank you for the reply. The template idea wouldn't work for me because my emails are typically very specific to the deal (project). Also, there can be dozens of emails for one project and sometimes over 50 between the customer and myself plus other people involved in the proposal.  This is why it is difficult for me to create an "activity" for each email. When prospecting I will occasionally use a bulk email service. Again it would be nice that these individual emails sent in a bulk email came through counted as activities. 

  • Alan Beard
    Alan Beard Posts: 6
    edited February 24 #4

    Just to comment that I have the same view as Brandon and would find it very useful if emails were classed as activities. Like him all of my emails are personalised and not from templates. Also thinking about it I probably would not want to class a template based email as an activity because it would probably be a general marketing email rather than something specific to a project.

  • Jorge Martínez Marbán
    edited October 2020 #5

    Just to comment that I have the same view as Brandon and would find it very useful if emails were classed as activities. Like him all of my emails are personalised and not from templates. Also thinking about it I probably would not want to class a template based email as an activity because it would probably be a general marketing email rather than something specific to a project.

    @Inês Batata I have the same thought with Alan and Brandon. The way it is working now is non-productive

  • Brian Quade
    Brian Quade Posts: 16
    edited March 2021 #6

    100% in agreement with this.  If I've synced my email client with Pipedrive, and therefore, Pipedrive can see all emails sent and associate those emails with people, organizations, deals, leads etc... within Pipedrive, then it should (like the phone calling feature) generate an email activity and mark it as completed so that all of the sales activity reporting can be done in one easy report.

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2021 #7

    Thanks all for sharing. We're making sure our team takes a look at these suggestions, hopefully we can improve the ease of usage for you all in the future!

  • Rafael Campos
    Rafael Campos Posts: 7
    edited August 2020 #8

    I am on it too. This will save time for all.

  • Keith Reilly_28708
    edited February 2021 #9

    Agree on this one as well.  Would love to see emails count as activity.  I was specifically looking for this functionality.

  • Francois Mazieres
    edited March 21 #10

    Hello, 
    after 6 weeks of using pipedrive and wanting to check on customers who have been left out. I discover Pipedrive doesn't consider mail as an activity.
    so for me ...this is the end and the start of looking for another tool. Too many features are missing.

    Francois

  • Dan Long
    Dan Long Posts: 1
    edited November 2021 #11

    Hi,

    I just wanted to agree that registering emails as an activity is vital. Any update on this Pipedrive?

    Thanks,

    Dan