Controlling emails added to Pipedrive with LABELS

Ali Hitch
Ali Hitch Member Posts: 6
edited July 2022 in Sales CRM #1

I'm a little confused.

From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ...

OR

You control what emails are transferred via the use of Labels. I'm struggling to find more information on how to use labels in my email system which can then control the transfer of those emails to Pipedrive.

Pleas help.

ps. I've gone through as much of the knowledge base that I can already.

Comments

  • Inês Batata
    Inês Batata Posts: 2,091 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited March 2021 #2

    Hi @Ali Hitch !

    The labels we refer to in the email sync are simply what you'd normally call "folders" in your Outlook or Gmail, etc. 

    Follow the steps in this article and when you get to the image below, choose "only emails with certain labels" and Pipedrive will show you the names of the folders you have. Tick the boxes for the labels you want to sync with PIpedrive and that's it! 🙂

     

    image

     

    If after this you still need help, please reach out to our Support team: How can I contact Pipedrive Support?

  • JF
    JF Member Posts: 2
    Name Dropper First Comment
    edited November 2023 #3

    The problem I see is the duplicate work. If we sort emails in Outlook in directories why would you like to sort it again in Pipedrive? If Pipedrive sync an Outlook directory, it should automatically create and label the emails with the name of the Outlook directory. So it will be super easy to add a filter to the emails list.

    Is there anyway we can work with an addon app to make that up?