Outlook Integration

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Chepie01
Chepie01 Member Posts: 2
edited December 2023 in Ideas and Product Feedback #1

I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and removes it completely. Why can't it keep the "activity" and delete the email. Tech support shared it wasn't possible.

Does anyone have a workaround? I find this flaw to be quite disappointing coupled with the lack of foldering in the email inbox.

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  • clementc
    clementc Member Posts: 23
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    Hi Chepie,

    my workaround is simple: do not rely on automatic sync, and instead use a manual integration between Pipedrive and Outlook.

    Here's the tool I created for this:

    I hope this helps!

    Best,

    Clément