Email settings in Automated emails

Bruce
Bruce Member Posts: 1 VERIFIED MEMBER

We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on automated emails, and this cannot be changed without making the entire inbox of the sync'ed account visible to all. It would be great if we could set up an automation to set the Shared switch on emails generated from an automation. This would allow the automated emails to be viewed by the team from within the deal history, without making the entire inbox of the user open to viewing by everyone.

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