Tagging an email to the deal activity history

Gianfranco Morbini

Hi, 

I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity).

On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. 

Is this possible on Pipedrive too?

Boris Tsibelman

Yes, this is possible inside of pipedrive as well.

 

Check out

1- https://support.pipedrive.com/hc/en-us/sections/360000177549-Smart-Email-BCC

2- https://support.pipedrive.com/hc/en-us/sections/360000178865-Email-Sync

Gianfranco Morbini

Perfect. I'll test that. 

Thanks for your help @Boris Tsibelman 

Inês Batata

Hi @Gianfranco Morbini , welcome to the Community!

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