Strange behavior on Automations
I've created a simple workflow: when I add a label on a contact, send to it an email using a template.
Simple and it works great! (I use it to send email to new leads when I intercept them, record on Pipedrive and change a custom field to trigger the automation... but this is not important now :-) )
The "problem" is that the email is NOT tracked/recorded on the contact :-( If I open contact window I don't see the email sent via workflow: is it normal ?
Thanks!
Comments
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Perhaps you could use your account 'Smart BCC Address' in the email to send and make sure you have the 'Automatically link emails with deals' option chosen in your email-sync settings?
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Bryan Van Devender said:
Perhaps you could use your account 'Smart BCC Address' in the email to send and make sure you have the 'Automatically link emails with deals' option chosen in your email-sync settings?
WTF! Yes! Great solution, thanks @Bryan Van Devender
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@Bryan Van Devender how can I set my Smart Account using workflow? I've tried but is seems not working :-(
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Marco Govoni said:
@Bryan Van Devender how can I set my Smart Account using workflow? I've tried but is seems not working :-(
Company Settings > Email Sync (make sure you have things setup correctly)
In Workflow Automation....you have to type in your BCC (or paste it in)
Once you type in your BCC address, you have to also choose to create it...
Then you're all set:
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Hi @Marco Govoni !
As far as I'm aware this shouldn't happen. All email sent from Pipedrive should show up in the Sent folder.
Please reach out to our Support team so they can help you troubleshoot further.
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Inês Batata said:
Hi @Marco Govoni !
As far as I'm aware this shouldn't happen. All email sent from Pipedrive should show up in the Sent folder.
Please reach out to our Support team so they can help you troubleshoot further.
Now it works!
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