Create Pipedrive Activity from a Received Email

Nick Ciccocioppo
Nick Ciccocioppo Posts: 2
First Anniversary
edited July 27 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 - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    You can use Zapier to do this.

  • Nick Ciccocioppo
    Nick Ciccocioppo Posts: 2
    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 - Pipedrive Consultant - AmitSarda.xyz
    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 Posts: 14
    Second Anniversary
    edited February 19 #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 Posts: 1
    First Comment Photogenic

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