Keeping follow up email in the same thread (workflow automation with delay)

Tom R
Tom R Member Posts: 2 VERIFIED MEMBER
Photogenic
edited September 2023 in Ideas and Product Feedback #1

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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Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited July 2022 #2

    Hi Tom! 

    Currently, it is not possible to send it in the same thread. However, something for us to keep in mind in the future, thanks! 

  • JPipedrive
    JPipedrive Member Posts: 12 VERIFIED MEMBER
    Third Anniversary 5 Likes 5 Up Votes Name Dropper

    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.

  • Dapo
    Dapo Member Posts: 2 VERIFIED MEMBER
    First Comment

    Very important feature!

  • Mark M
    Mark M Member Posts: 2 VERIFIED MEMBER
    First Comment

    Please add an option to do this. It seems like many people are looking for this feature.

  • JPipedrive
    JPipedrive Member Posts: 12 VERIFIED MEMBER
    Third Anniversary 5 Likes 5 Up Votes Name Dropper

    Please add this feature!!

  • doruk
    doruk Member Posts: 1 VERIFIED MEMBER
    First Comment

    Please add this feature!!!!!!

  • Vladimir Ribic
    Vladimir Ribic Member Posts: 2 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic

    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?

  • julian
    julian Member Posts: 1 VERIFIED MEMBER
    First Comment

    Need the feature too. Would be interesting to know if you work on it?

  • Noel
    Noel Member Posts: 1 VERIFIED MEMBER
    First Comment

    First time I saw someone ask for this feature was back in 2021... would be great if it could be added soon...

  • Robert Thompson_31341
    Robert Thompson_31341 Member Posts: 13 VERIFIED MEMBER
    Third Anniversary 10 Comments

    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."

  • mjkoza
    mjkoza Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment

    This is a crucial feature, please @Kreete K, add it!

  • Robert Thompson_31341
    Robert Thompson_31341 Member Posts: 13 VERIFIED MEMBER
    Third Anniversary 10 Comments
  • colinc75
    colinc75 Member Posts: 1 VERIFIED MEMBER
    First Comment

    It would be great for this feature to exist

  • Mark Mulhearne
    Mark Mulhearne Member Posts: 4 VERIFIED MEMBER
    Third Anniversary First Comment

    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.

  • Greg Lhotellier
    Greg Lhotellier Member Posts: 1 VERIFIED MEMBER
    First Comment

    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 :/

  • JA777
    JA777 Member Posts: 2 VERIFIED MEMBER
    First Comment

    The entire automation workflow has no sense if this is not built-in. More than 2 years and such a feature has been voided. Wow. Very disappointing. We have just became customers and this shows us a lot about this company.

  • Sreehari A
    Sreehari A Member Posts: 2 VERIFIED MEMBER
    First Comment

    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-demo

  • bluedog
    bluedog Member Posts: 2 NEW MEMBER
    First Comment

    Please add this feature

  • OPR
    OPR Member Posts: 2 NEW MEMBER
    First Comment

    Such a basic feature in other CRMs and lacking in Pipedrive. People asking for this since 2019-2020 and not anyone at Pipedrive has taking this seriously, but they launch stupid and worthless features

  • fabianspennare
    fabianspennare Member Posts: 3 VERIFIED MEMBER
    Photogenic Name Dropper First Comment

    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?

  • rmonta
    rmonta Member Posts: 2 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic

    +1 for this feature

    Badly needed

  • Mark Mulhearne
    Mark Mulhearne Member Posts: 4 VERIFIED MEMBER
    Third Anniversary First Comment

    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.