Link and open tracking directly thru emails sent from Gmail

Øyvind Hasund Dahl
Øyvind Hasund Dahl Member Posts: 2 PIPEDRIVE USER

Is it possible to send emails directly from Gmail and enable link and open tracking from there instead of sending emails from Pipedrive with an extension? I know that Hubspot has this feature.

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851
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    PIPEDRIVE TEAM
    edited October 2020 #2

    No,  You are not able to track emails that are sent from Gmail. It only tracks opens on the emails sent from Pipedrive. 

  • Inês Batata
    Inês Batata Posts: 2,091
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    PIPEDRIVE TEAM
    edited February 2022 #3

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

  • Keziah Robinson
    Keziah Robinson Member Posts: 1 PIPEDRIVE USER
    edited November 2020 #4

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    @Inês Batata  - Is the Gmail toolbar in the works? I just switched over from Hubspot at the suggestion of my VA & am considering switching back because I don't want to have to use the Pipedrive email client.  There's a thread  several months ago & the Pipedrive rep said at that time there were no plans to make it happen. https://community.pipedrive.com/post/gmail-extension---add-templates-link-deals-5eeb7de4145746126f7e44f9

  • Inês Batata
    Inês Batata Posts: 2,091
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    PIPEDRIVE TEAM
    edited November 2020 #5

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Hi @Keziah Robinson !

    At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Why do you prefer not to use our email feature?

  • Eli Glanz
    Eli Glanz Member Posts: 49
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    PIPEDRIVE USER
    edited January 2021 #6

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Emails in Pipedrive is lacking in formatting and other features used quite extensively in Gmail and outlook like snooze and labels. We can't expect our users to abandon them and use Pipedrive.

  • Inês Batata
    Inês Batata Posts: 2,091
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    PIPEDRIVE TEAM
    edited January 2021 #7

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Thank you for your input @Eli Glanz , it's very helpful to us that you mentioned concrete features that you'd like to see added.

    Right now, the Pipedrive email sync is a way to facilitate not having to jump between programs just to check, send or respond to email. Currently our inbox is not designed to be an email client in itself, as that would be a huge and complex development undertaking. Unfortunately we have to make choices as to what we develop ourselves and where we create bridges with software that already does that job really well, as is the case of Gmail and Outlook, among others.

    That being said, I understand your frustration and have used your suggestions to give our teams notes to be considered in the future. Here’s how to stay on top of what’s coming down the line:

    • Follow What's Planned to know what we're working on currently and what’s to come.
    • Follow What’s New and don’t miss any new releases.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Eli Glanz
    Eli Glanz Member Posts: 49
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    PIPEDRIVE USER
    edited January 2021 #8

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Currently our inbox is not designed to be an email client in itself, as that would be a huge and complex development undertaking. Unfortunately we have to make choices as to what we develop ourselves and where we create bridges with software that already does that job really well, as is the case of Gmail and Outlook, among others.

    This only makes sense of course, Pipedrive must focus what it does best instead of building an email client which gmail and outlook have covered. 

    However in order for it to be a proper bridge, the integration must be more robust. And email linking is just so so frustrating.

     

    I posted a detailed post about these issues. https://community.pipedrive.com/post/sales-process-linking-email-threads-to-deals---pipedrive-as-a-source-of-tru--5fecefdd1740ff79074dadb5

  • Inês Batata
    Inês Batata Posts: 2,091
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    PIPEDRIVE TEAM
    edited January 2021 #9

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Thank you for your insight and for detailing your ideas so well @Eli Glanz , it really helps us understand users' expectations and point of view.

    I see my colleague @Mike van der Valk has already forwarded them internally so let's stay tunes and see what the future holds. Make sure to follow the 3 links I sent you above to always be notified of what we're cooking. 😉

  • KurtJ
    KurtJ Member Posts: 45
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    PIPEDRIVE TEAM
    edited February 2022 #10

    Like this?

    image

     

  • Eli Glanz
    Eli Glanz Member Posts: 49
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    PIPEDRIVE USER
    edited February 2021 #11

    Like this?

    image

     

    Yes! And Pipedrive tracking (email, links opened) as well

  • KurtJ
    KurtJ Member Posts: 45
    Name Dropper Photogenic First Anniversary First Comment
    PIPEDRIVE TEAM
    edited January 2021 #12

    Like this?

    image

     

    Tracking using the Pipedrive tracking engine isn't possible because the data isn't exposed by the API. 

    Personally, I find tracking of limited value (and it is more likely to put you in the spam folder) however, there are third party options.

  • Tony MacDonald
    Tony MacDonald Member Posts: 2
    edited August 2021 #13

    Hi @Øyvind Hasund Dahl !

    We do have a Pipedrive Gmail add-on but at the moment it doesn't have an email tracking feature. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Speaking of which, here’s how to stay on top of what’s coming down the line:

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

    Keziah Robinson 

    I read you message re Gmail. 

    Did you find a workaround or did you end up returning to Hubspot?

    Cheers

    Tony.

    Arterra Interactive.