Create Pipedrive Activity from a Received Email

Nick Ciccocioppo
Nick Ciccocioppo Member Posts: 2 VERIFIED MEMBER
First Anniversary
edited July 2022 in Sales CRM #1

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

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited February 2022 #2

    You can use Zapier to do this.

  • Nick Ciccocioppo
    Nick Ciccocioppo Member Posts: 2 VERIFIED MEMBER
    First Anniversary
    edited July 2021 #3

    You can use Zapier to do this.

    So I cannot go into Mail in Pipedrive, and create an activity direct from that interface?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    edited July 2021 #4

    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.

  • Karen Vieira
    Karen Vieira Member Posts: 10 VERIFIED MEMBER
    First Anniversary First Comment
    edited February 2022 #5

    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.)

  • Cabrera
    Cabrera Member Posts: 1 VERIFIED MEMBER
    Photogenic First Comment

    how to do it with Zapier? I could not find it...

  • John Stewart
    John Stewart Member Posts: 10 VERIFIED MEMBER
    10 Comments Photogenic Name Dropper 5 Likes

    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.

  • dianebianca
    dianebianca Member Posts: 1 VERIFIED MEMBER
    First Comment

    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.