Email tracking for email campaigns?

Chevy Karp
Chevy Karp Posts: 6
edited July 24 in Sales CRM #1

Hi, I'm new here and wanted to know if there's the option of email campaigns/tracking with Pipedrive?

Comments

  • Christopher Daly
    Christopher Daly Posts: 36
    edited February 24 #2

    Email campaigns as in bulk email - no - through Autopilot or ActiveCampaign or other Marketing Automation platforms - yes.  Every email you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite).

  • Chevy Karp
    Chevy Karp Posts: 6
    edited September 2020 #3

    Email campaigns as in bulk email - no - through Autopilot or ActiveCampaign or other Marketing Automation platforms - yes.  Every email you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite).

    which platform do you suggest? anything free?

    also would there be a way to transfer those leads back into pipedrive?

  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2020 #4

    Email campaigns as in bulk email - no - through Autopilot or ActiveCampaign or other Marketing Automation platforms - yes.  Every email you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite).

    Free - probably not - there is a Free version of HubSpot but it is cobranded HubSpot as well.  Most of those applications (Autopilot, ActiveCampaign) have bi-directional sync going on and will write back into PipeDrive and update Contacts and Deals including advancing Stages.  

    If you have data on Organizations you use for segmentation (e.g. address or metro area) then you need to move that onto the Contact record to be able to use it.  Marketing Automation only brings in the Contact data.

  • Scott Krause
    Scott Krause Posts: 10
    Second Anniversary Photogenic
    edited February 24 #5

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2020 #6

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

    Very cool - good move for Pipedrive - add in the Ads and it becomes a full-feature CRM Marketing Automation platform.  Do you know if Mailigen uses the Pipedrive Filters?  We have contacts that we are not able to email market to because they are part of a solution we installed but the company does not want us marketing to them using their corporate email accounts.  The filtering is exceptionally important.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #7

    Hi @Chevy Karp !

    You can manually create those campaigns and use the tracking feature in PIpedrive, but if you want to run a more sturdy email marketing I recommend you use our Mailigen feature, which integrates with Pipedrive. 

    It's an easy-to-use email marketing automation platform that will allow you to efficiently send out email campaigns to secure and nurture leads for your business. You can learn more about Mailigen on its website and knowledge base, and sign up for a free Mailigen trial here

    Learn how to sync your Pipedrive contacts into Mailigen here, so it's easy peasy to create and track campaigns: Pipedrive Integration: Mailigen Syncbot

    Hope that helps!
     

    PS - I noticed that you also left this question in an unrelated post and would like to ask you to avoid doing that; not only it creates confusion, you're also probably not talking to the best audience who can help you. As you can see, in this post here you got responses from other users 🙂 

    Another pro tip is to add as many relevant tags to your question as possible, which will increase its visibility (I've done that for you).

    I took the liberty of deleting your duplicated question in the unrelated post. Thank you for your understanding!

  • Chevy Karp
    Chevy Karp Posts: 6
    edited February 24 #8

    Thanks so much everyone for all your responses. How is Mailigen different then Apollo.io?

     

  • Freddie Sexton
    Freddie Sexton Posts: 6
    edited November 2020 #9

    I use Lemlist which has integrations into Pipedrive as well as do some additional tasks with Zapier. I can see how many and which emails are opened in Pipedrive. Pretty neat. 

  • Eli Glanz
    Eli Glanz Posts: 57
    Second Anniversary
    edited September 2020 #10

    Email campaigns as in bulk email - no - through Autopilot or ActiveCampaign or other Marketing Automation platforms - yes.  Every email you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite).

    il you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite)

    Emails sent thru gmail can be tracked within Pipedrive?

  • Dace Kraučuka
    Dace Kraučuka Posts: 16 PIPEDRIVE PRODUCT MANAGER
    10 Comments Second Anniversary Name Dropper 5 Likes
    edited September 2020 #11

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

    Hello Christopher! At the moment we cannot use Pipedrive filters directly, as Mailigen uses another technical approach called Segments, but you can sync Pipedrive contacs by filters and then use Filter names in Mailigen to create Segments for campaigns or automation sequences. 

  • Andrus Purde
    Andrus Purde Posts: 104
    10 Comments Second Anniversary Name Dropper Photogenic
    edited September 2020 #12

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

    Christopher, if using Pipedrive filters is important for you, you may want to check out Outfunnel as well (currently one of the top-rated apps on the PD marketplace). We've gotten very positive feedback about our tight 2-way sync with Pipedrive. 

  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2020 #13

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

    I used Outfunnel a year or two ago with a client to connect to Mailchimp and run some campaigns - will take a look again - thanks @Andrus Purde 

  • Christopher Daly
    Christopher Daly Posts: 36
    edited September 2020 #14

    Take a look at this new merger between Pipedrive and Mailigen.  It looks like this may be the answer to replace Mailchimp and keep everything in Pipedrive!  We will be testing it today. 

    https://support.pipedrive.com/hc/en-us/articles/360010921917-Pipedrive-Integration-Mailigen-Syncbot

    Opened an account and taking a look .

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #15

    Thanks so much everyone for all your responses. How is Mailigen different then Apollo.io?

     

    @Janis Rozenblats Can you give a hand? :)

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #16

    Email campaigns as in bulk email - no - through Autopilot or ActiveCampaign or other Marketing Automation platforms - yes.  Every email you send through Pipedrive personally can be tracked and logged by selecting those options in the email window inside Pipedrive or withing Gmail (GSuite).

     @Eli Glanz  If you have your Gmail account synced to PIpedrive and you compose your email message from within Pipedrive, yes. 

    If you're composing your email directly in Gmail, then not at the moment. Check out this other thread about the same topic.

    Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again, we appreciate everybody's feedback.

    Take these tips to stay on top of what’s coming down the line:

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited December 2020 #17

    Thanks so much everyone for all your responses. How is Mailigen different then Apollo.io?

     

    Hi @Chevy Karp the answer will be based on us knowing more of the use case. Although two platforms send email as part of the offering, that's just one thing we do or how we do it is different. 
    Happy to look closer at your use case and then provide a comment.