Create Pipedrive Activity from a Received Email
Hi Guys,
I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email?
The feature would act like Office365 does when creating a task from a flagged email.
I find this such a simple feature that I must be missing something in not being able to find it.
Thanks
Nick
Comments
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You can use Zapier to do this.
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Amit Sarda said:
You can use Zapier to do this.
So I cannot go into Mail in Pipedrive, and create an activity direct from that interface?
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Amit Sarda said:
You can use Zapier to do this.
You can create a new lead or deal from the inbox tab, but not an activity.
Pipedrive automatically logs the number of emails sent and received, separately, if that's what you're looking for.
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Would be a helpful feature.
I found this post because I was looking for the same thing.
For example, when we have a response that says "I will be out of the office until x date" it would be helpful to create an activity that lets me follow up with the person on that date right from inside the email/Mail view.
This person may not yet have an open deal with us so creating a deal first wouldn't apply and would skew reports (aside from unnecessary extra work.)
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I think this is a critical feature, since it's a habit for most people to use their inbox as their task list. It would go a long way to moving people out of their inbox.
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I found this looking to to the same exact thing. I thought it was so odd you can't flag or create an activity from an email like you can do in Outlook. What a PITA. I don't need to create a deal or lead, just follow-up with out having to go back and search for an email.
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