Can anyone help me. is there a way yo bring in other emails into the client file from other email ad

Greg Lanyon
Greg Lanyon Member Posts: 1
edited March 2022 in Sales CRM #1

 

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 356
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited October 2021 #2

    Hi Greg!

    If you are using Deals, then it is possible to forward emails to Pipedrive using the Deal specific Smart BCC address. You can check more details on the Feature here and here

  • Kate Mercer
    Kate Mercer Member Posts: 5
    Name Dropper First Comment First Anniversary Photogenic

    I don't know if this will help anyone else, but YOU CANNOT FORWARD EMAILS TO PIPEDRIVE!!!! You have to bcc them ONLY. If you forward them it attaches the Pipedrive email address to a specific contact, and forever afterwards will attach that contact to any further emails you forward. If you bcc them it works fine. It means that if you forget to bcc Pipedrive when you write to a client, you can only get the email into PD either by writing to the client again (which could irritate them) or by copying and pasting your email into your contact notes. Hope this helps.

    Flag

    QuoteInsightful

    Like