It would be great if leads could be created based on incoming emails. Example: Any email sent to [email protected] create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
@Fredrik Tham interesting idea! Passing this on to the team!
Happy you asked the question Fredrik. This would make a lot of sense, now it feels a bit double next to your regular inbox. Looking forward to hear if this will be available at one point!
yes, please add this feature!
Adding my voice to this. From the 'Mail' inbox inside Pipedrive, being able to 'Create Deal' or 'Create Lead' would be extremely helpful. Would allow the distinction between unqualified leads, and qualified deal opportunities.
Great idea.If a more information form exists on website, can we convert to lead?
Thanks all for the additional votes I'll pass it along to the team. @Matt Vernon-Clinch fyi, it is possible to create deals already from incoming emails. If you open an email in the inbox then on the right side of the screen you can see items that are linked or if possible create new items from your email such as deals.
@Mike van der Valk - absolutely, this is my current workflow. I was really just saying it would also be useful to create a New Lead in this same manner too. Not all emails resolve into qualified Deals.
This function would be really important (and is also a negative point mentioned in quite some online reviews i found). Hope this gets added soon
Yes please to this feature. Lead input from LinkedIn forms, Facebook forms, partners and 3rd parties via email or other means into Pipedrive. The Pipedrive webforms feature is not always viable.
It's in the pipeline to start working on connecting the email section of Pipedrive to the leads section. I'll pass this on to the team who will work on it.
Is there anyway to do this yet, this is exactly what I need right now.
Errol Newson said:Is there anyway to do this yet, this is exactly what I need right now. E
Hi @Errol Newson
A team is starting works on connecting the email and leads section next week. One of the improvements will be that from synced emails to Pipedrive you can create leads. I'll make sure they also take a look at the emailing to a specific address to create a lead. Not sure if it's in the scope at the moment.
Hi @Mike van der Valk, can you already tell when to expect this feature?
Hi @Gerrit Meyer unfortunately I can't give out any dates or rough ETA. I don't want to overpromise as sometimes technical solutions can become complex and take longer than planned. However, we have a team working on it as it is so hopefully not too long!
Add me to the list of upvotes. Is there a zap to a 3rd party software that could accomplish this now?
Ryan Faircloth said:Add me to the list of upvotes. Is there a zap to a 3rd party software that could accomplish this now?
You could potentially use the email parser by Zapier and then push a lead to Pipedrive @Ryan Faircloth
Mike van der Valk said:Thanks all for the additional votes I'll pass it along to the team. @Matt Vernon-Clinch fyi, it is possible to create deals already from incoming emails. If you open an email in the inbox then on the right side of the screen you can see items that are linked or if possible create new items from your email such as deals.
This is something that i am asking several years.
Please, please provide this.
Can you explain this option better.
We've realized it using a website form and the API. Skipping the email. Maybe that helps
I know, i know , we are trying to do the same. but that is not a 100% good solution because sometimes leads dont come from the website and enter directly in our email inbox.
Hi @Miguel Soares you can learn here how it works and then push the info through Zapier to Pipedrive: https://parser.zapier.com/
Hello Mike @Mike van der Valk
Yes, i am already doing this but you have an error
We are already trying to apply a ZAPIER to use the API on the leads, but there is an important error that i thing you should fix. Becase in ZAPIER in this configuration it doesnt allow us to make the automation because it says that we need to define the PERSON and/or ORGANIZATION.
But this is an error because most of the times we are talking about new LEADS therefore there is no PERSON and ORGANIZATION yet created.
Hey hey, Miguel!
Vladimir from Pipedrive management team is here to help.
I am sorry to hear that you are getting an error from Zapier and let us see if we can get to the bottom of it.
When adding a Lead through the Add Lead dialog, you will need to include at least two fields. The Lead's title (mandatory), and one of the following:
It is indeed a mandatory step when Creating a lead to either also create a linked contact or a linked organisation.
So, I just wanted to check - you are also specifying a contact person/org name at the same time?
Above is an example of how a lead can be created from an email that was labelled in Gmail with a certain label (the flow should be similar whichever program you are using to parse information to Pipedrive from.
Hope you can adjust the flow in Zapier and test it again.
Hope that helps,
Hi @Vladimir Dubakin
We did exactly what you mentioned but it gives error
Any comments ?
Thank you for sharing the screenshots, Miguel!
Looks like Zapier is not parsing the Lead and contact person information at the same time and thus you are presented with an error.
Or, even more likely - instead of creating both a lead and a contact - Zapier is attempting to create a lead and link it to an existing contact, which is not the way it should work.
I also consulted our Marketplace integrations' manager and he is puzzled as well, but, he will send a request for Zapier to investigate the error and will see if there is a temporary workaround that can be found ( unfortunately it does seem like an issue from their end).
Would you be kind and address the issue to Zapier from your end as well?
It could work if you create a two step Zapier - when a contact person is created on the first step and only as second action a lead is created but with my account level I cannot test that.
If there will be any update from the marketplace manager / Zapier, I will also let you know.
Buts that exactly what i am not understandig.
Why PIPEDRIVE is requesting the PERSON or ORGANIZATION connection ?!
Most of the LEADS are new to our company ( 90% of them), thats exactly why they are called LEADS, therefore that person/organization dont exist yet.
PIPEDRIVE should not make the person/organization assign as mandatory, because in fact we need to decide if that particular LEAD is indeed a LEAD or not, and because of that, that particular person/organization that send as an email or form, maybe we dont want them to be part of our PIPEDRIVE database ( persons / organizations)
BUMP & FOLLOWING - working on solving this as well.
@Vladimir Dubakin ?
Any updates here?
As per my original request (I think some threads got merged?) looking to get the Inbox connected to the Leads so that Leads can be started from emails in the inbox, as well Leads able to hold email conversations.
Very keen for an update too.