About the BCC-Mail function

Milad Papahnbehbahani
edited July 27 in Sales CRM #1
  • About the BCC-Mail function: If I send an email (with companyname@pipedrivemail.com in BCC) to somebody who is a contact in PD, but not a deal, why does the email not appear in the contact side of the person? (And is it normal that it takes some time – it’s a bit irritating, especially for people who are new with Pipedrive.)It just shows up in my PD-Mail folder, but not in the contact itself. Is this a bug or a permanent situation? We are not a classical sales team and not every contact is a lead, therefore its important to us to know if we can still safe mails to contacts, without them being a Deal.
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Comments

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited September 2021 #2

    Thank you for bringing that up, Milad!

    Hope your day is going well?

    The first thing to check would be this setting: https://sharing.pipedrive.com/ezAJ7f

    If the "Automatically link emails with deals" setting is on - but, after forwarding emails using Smart BCC - the emails still do not get linked - please reach out to [email protected] or in-app chat.

    And our specialists will troubleshoot and look into the issue.

    Thank you in advance

    Kind regards,

    Vladimir

  • Milad Papahnbehbahani
    edited September 2021 #3

    Hi Vladimir, 

    thanks for the response, I already sent it to one of your colleagues, he told me to post it here ;) 

    Looking forward to the solution. Thanks

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited September 2020 #4

    I see, Milad! 

    Unfortunately I do not find any  recent conversations opened with support thus cannot review them to see how the troubleshooting did go.

    Can you please reach out via in-app chat or [email protected] so that our Customer service Experts can help?

    Thank you  in advance,

    Kind regards,

    Vladimir