Create Email Activity from Email

Blueprint.Inc
Blueprint.Inc Member Posts: 14 VERIFIED MEMBER
10 Comments First Anniversary 5 Up Votes Photogenic
in Ideas and Product Feedback #1

We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done.

Is there any sort of work around for this? Otherwise, having the option to "create Activity on send" would help our tracking immensely. We can't be the only ones with this issue.

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Comments

  • KelownaChk
    KelownaChk Member Posts: 10 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes
    #2

    I just discovered that emails sent from Pipedrive aren't tracked as an Activity (totally ridiculous). It makes no sense that you have to create a separate email activity when you are sending the email from within Pipedrive. There is no holistic way to view all 'activities'. Also, I would like to be able easily view all completed activities.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,432 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #4

    Hi everyone, this is a feature request as it is not possible to create email activities in that way. But please carry on sharing your cases and upvoting; the more popular a request is, the more likely it is to be developed sooner rather than later.

  • Deren Alvarez
    Deren Alvarez Member Posts: 1 VERIFIED MEMBER
    First Comment Photogenic
    #5

    Hello, I too would like a activity to be autocreated once an email is sent. What's the best way to "share our case"?

  • Santeri Uomala
    Santeri Uomala Member Posts: 2 NEW MEMBER
    First Comment Name Dropper
    #6

    Hey! I recently built this using Zapier. It’s a bit messy since you need a separate Zap for each stage of the pipeline. I’m too new to share links, so I can’t send the template. Any idea how long I have to wait? @Manuel Oliveira

  • Jimmy Gordon
    Jimmy Gordon Member Posts: 2 VERIFIED MEMBER
    First Comment
    #7

    Agreed, why is this not a feature / easy to set up?! Eats a lot of time for something that should be there in the first place or at least easy to create an automation for!

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,432 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #8

    Hi, everyone; please continue upvoting and sharing your use cases here in the comments. While it is not in the plans for the very near future as of this comment, the more votes there are, the more likely a request will be picked up for development.

  • Nico Godoy
    Nico Godoy Member Posts: 2 VERIFIED MEMBER
    First Comment
    #9

    I'm honestly impressed this is still not a feature

  • Thomas Reinemann
    Thomas Reinemann Member Posts: 2 NEW MEMBER
    First Comment
    #10

    Agree, highly request this feature.

  • sambowlesborg
    sambowlesborg Member Posts: 2 NEW MEMBER
    First Comment
    #11

    This is a necessary feature - almost all other CRM solutions offer this

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