How do I mass-download emails from PD that are in my Deals?

poetrymaster
poetrymaster Member Posts: 7 VERIFIED MEMBER
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edited November 22 in Apps and Integrations #1

Or linked to specific Contacts…is there ANY way to mass-download emails from PD into an Excel?

If not, is there a workaround, say, to export all the emails to another CRM, and then download them that way?

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  • mac@datomni.com
    mac@datomni.com Member Posts: 21 VERIFIED MEMBER
    10 Comments 5 Likes Name Dropper First Answer
    edited November 19 #2

    We recently had a similar need when adding sentiment analysis on Pipedrive emails to our implementation bundle.

    Ended up using the Pipedrive API for this. Roughly the pipeline works like this:

    First we use GET /v1/persons/{id}/mailMessages or GET /v1/deals/{id}/mailMessages to get email IDs and then fetch full email content with GET /v1/mailbox/mailMessages/{id} for each ID. The first call only returns snippets, not full emails, hence the second call.

    There's also an email threads endpoint available: GET /v1/mailbox/mailThreads/{id}/mailMessages, but we haven't explored that yet.

    The setup does need some cleaning and formatting steps to make the emails usable, though.

    Maybe it can be easier/no-code with Make or other similar tools.

    If anyone has a simpler custom solution, I'd love to hear it.

    Cheers.

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