Automated email not showing up in contacts done timeline

Rico den Burger_72422
Rico den Burger_72422 Member Posts: 6
5 Up Votes Photogenic
edited July 2022 in Workflow Automation #1

Hi all,

 

I hope you guys can help me out. My company sends automatic emails when we add a contact. The contact does receive the email, but the sent email is not showing up in the contact's done timeline. 

What is going wrong here?

Thanx in advance, Rico.

 

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited March 2022 #2

    1- Is your email integration turned on?

    2- You can bcc the pipedrive record [through the automation] so it gets recorded even if you dont use #1

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited May 2022 #3

    Hi Rico! 

    You can also reach out to our Support team via in-app chat or [email protected] so they could check a bit further based on the screenshots of your account. Might be something they can suggest :) 

  • Rico den Burger_72422
    Rico den Burger_72422 Member Posts: 6
    5 Up Votes Photogenic
    edited March 2022 #4
    Boris Tsibelman said:

    1- Is your email integration turned on?

    2- You can bcc the pipedrive record [through the automation] so it gets recorded even if you dont use #1

    Hi Boris, 

    Thank you for your quick response. The e-mail integration is turned on. I will try your second solution to see if this works. Thank you. 

  • Rico den Burger_72422
    Rico den Burger_72422 Member Posts: 6
    5 Up Votes Photogenic
    edited March 2022 #5
    Kreete K said:

    Hi Rico! 

    You can also reach out to our Support team via in-app chat or [email protected] so they could check a bit further based on the screenshots of your account. Might be something they can suggest :) 

    Hi Kreete, thank you for reaching out. I will try the solution Boris suggest. If that doesn't work I will try support. Thank you. 

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