Syncing Emails: A new setting to allow "Sync Only with Pipedrive Contact"

Katie Elmer
Katie Elmer Member Posts: 6
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edited June 2023 in Ideas and Product Feedback #1

We have recently discovered a major breach of confidentiality with syncing emails, and the workaround involves setting up numerous folders to choose which you want to sync with Pipedrive. This is a bit of a hassle with Inbox folders but a real problem with Sent emails. Either all sent emails appear in Pipedrive or none. There's some really confidential stuff that mustn't be seen in Pipedrive BUT you want some stuff to be seen as that's the point of Pipedrive. Please could we have a setting that only syncs emails IF the contact exists in Pipedrive?? Please, this is a massive data issue for businesses.

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  • Bronwen Fraser
    Bronwen Fraser Member Posts: 16
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    Agree. When doing an Insight Report on Emails, it includes absolutely every email whether it involves a Pipedrive Contact or not, which makes the Insight Report absolutely useless. Even though you can't read the body of the email, the Subject line is visible. I don't understand how hard it can be to have a filter that only allows emails with Pipedrive Contacts to be visible and exclude all others.

  • Katie Elmer
    Katie Elmer Member Posts: 6
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    I think there's a huge data issue here. You either have to consciously file emails that you want to see in Pipedrive, or not sync any files, or have everything syncing which means there's incredibly sensitive information on a shared platform. We've have to bulk delete ALL emails from Pipedrive due to confidentiality and so not aren't syncing anything at all, which makes the subscription pretty pointless.