Keeping follow up email in the same thread (workflow automation with delay)
Hi,
I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine.
However, the 2nd email is sent to the contact person as a separate email, while I would like it to be in the same email thread as the initial email. Would that be possible? Please let me know
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I would really love if this feature was added! This is how my sequence is supposed to work and I can't do it with Pipedrive.
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Please add this feature!!
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Wichtige Funktion! Eine neue Mail im Follow-Up sieht dann leider unprofessionell aus ohne den Bezug zur ersten Mail und wirkt sich negativ auf den Verkaufsprozess und somit den Umsatz aus. Das wäre ein Grund sich nach einer neuen CRM umzuschauen.
Wird denn schon daran gearbeitet, so dass es eine Lösung in den wenigen Monaten geben wird?
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Agreed, need auto-reply to last email. I just checked with Pipedrive support. Response was "Unfortunately, I do not see this feature in our plans at the moment but I will submit additional feedback to our product team stressing the importance of this feature."
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FYI - Hubspot offers threaded email automation: https://knowledge.hubspot.com/sequences/create-an-email-thread-with-your-sequence
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Hi Pipedrive team,
I have gone over community notes dating as far back as 2020 with people requesting this.
Why is it not being looked at? It's an essential part of outbound email automation.
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Hello everyone,
I've been trying and enjoying Pipedrive so far but I really don't understand the lack of this feature.
What's the point of automating emails if the follow-ups are not in the same thread as the first email?
I am totally reconsidering my CRM choice :/
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Hey Tom,
Yes its imported to have the follow up email go in the same thread, you can do that using Outplay sequence, you can create a multi step sequence and have the second email step in the sequence go in the same thread of previous email step.
Outplay is a sales engagement platform that offers sales outreach, dialer, email open tracking, email click tracking, and many more features for sales teams to close deals faster.
To learn more please schedule a demo here https://outplayhq.com/request-a-demo1 -
As said by so many others before me this is a feature that should have been prioritized and implemented by Pipedrive for a long time ago. This is a basic functionality for email automation. Without this feature emails sent through your automation lose all credibility. No one would send emails to a client in different threads.
I think it would be wise and at least professional of you to respond to this thread and the demand from existing and potential clients as of today choosing to not use your platform of this very reason. Share if this is a feature you are planning to implement, if not why is it? Is it a technical limitation, a matter of priority or why is it?1 -
We ended up integrating Lemlist to handle email automation since the Pipedrive team will never do this. The oversight and disconnect from the user base is staggering. When the time comes to switch CRM, this will be top of the reasons why we do.
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