Folder/label sync across email sync tool

Ben Gillard
Ben Gillard Posts: 4

Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!

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  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Ben Gillard , thank you for your suggestion! We've forwarded it internally for consideration.

  • Jeremy Goldberg
    Jeremy Goldberg Posts: 2
    edited March 29 #3

    Yes we also want to use pipedrive instead of gmail/thunderbird and there are no folders to sort out the emails which may not relate to a deal.  Would love for that feature to be added.  We are considering upgrading to professional but wont until this is fixed. 

  • Julian Philpott
    Julian Philpott Posts: 6
    edited September 2020 #4

    Likewise. If we're being asked to use Pipedrive email instead of something else, then it needs similar features.

    Also, I have literally hundreds of folders but if I want to selectively sync just a few of these to PipeDrive, it will take me the best part of the day to untick each folder. Can you please add a function to 'select all' or 'deselect all' folders initially. I can then deselect them all and only include the handfull of folders that would be relevant to my sales activities.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #5

    Yes we also want to use pipedrive instead of gmail/thunderbird and there are no folders to sort out the emails which may not relate to a deal.  Would love for that feature to be added.  We are considering upgrading to professional but wont until this is fixed. 

    Hi @Jeremy Goldberg , thank you for your input!

    What Pipedrive actually does is it reads the list of folders/labels that exist in your email platform (Gmail, Thunderbird, Outlook, etc); you can't create new folders or delete folders in PIpedrive, it's simply a mirror image of what you have on the other end.

    So the solution, in your case, is to create a folder in your Gmail/Thunderbird where you store the email messages that are not related to deals, and don't sync that label with Pipedrive. It always works under this mirroring  logic. 😉

  • Jeremy Goldberg
    Jeremy Goldberg Posts: 2
    edited September 2020 #6

    Yes we also want to use pipedrive instead of gmail/thunderbird and there are no folders to sort out the emails which may not relate to a deal.  Would love for that feature to be added.  We are considering upgrading to professional but wont until this is fixed. 

    Ines - thanks for the reply - I dont see what you are referring to.  I have tons of folders in gmail and thunderbird and neither show up in pipedrive.   Here is what I see and I dont see anywhere for the folders.  Please let me know what I am missing.  

    Thanks 

    image

     

     

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited March 29 #7

    Yes we also want to use pipedrive instead of gmail/thunderbird and there are no folders to sort out the emails which may not relate to a deal.  Would love for that feature to be added.  We are considering upgrading to professional but wont until this is fixed. 

    Thank you for the screenshot @Jeremy Goldberg , now I understand better what you meant.

    Folders are not replicated in Pipedrive, so what you're seeing is currently the expected behaviour. Folder names will only be shown when you are selecting which ones you want to sync. The email messages will still be stored in their respective folders in Gmail and Thunderbird, though.

    That being said, I can see how seeing the folders mirrored into Pipedrive might be useful for some users and I've forwarded your feedback to our team so they can consider it in future developments.

     

  • Erica Cain
    Erica Cain Posts: 3
    edited February 24 #8

    Likewise, I don't see a spam folder in Pipedrive email.  I know I likely have some password reset emails going there but they are not in my inbox so how do I access them?  Thanks!

  • Mark Daniels
    Mark Daniels Posts: 5
    edited February 2021 #9

    we would also like to see this functionality for folders in PD. the used case is that we want our folks to use PD as their email client and not have to use an additional email client. Not all emails that our folks get are contact or deal related so they need a way to organize those emails too.

  • Mark Daniels
    Mark Daniels Posts: 5
    edited March 29 #10

    here's a thought ... maybe you could implement tagging / labeling of emails and then extend the filtering capability to view those groups to accomplish the same capability without having to change the UI to actually present folders.

  • Josh Buesking
    Josh Buesking Posts: 48
    10 Comments Second Anniversary 5 Likes Name Dropper
    edited March 29 #11

    I also am looking for someway to better organize my email in pipedrive. I like using it but some sort of labels are needed asap!

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #12

    Likewise, I don't see a spam folder in Pipedrive email.  I know I likely have some password reset emails going there but they are not in my inbox so how do I access them?  Thanks!

    Hi @Erica Cain  currently Pipedrive doesn't sync with spam folders, so my advice is to go to your email directly and mark those messages as not spam and make sure to move them to one of the folders you're syncing Pipedrive with.

    Learn all about it with our:

    If after that you still find yourself struggling, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you! 

  • Stefano Coluccini
    edited May 17 #13

    I strongly support the request for email folders, a must have in any email client. It will make pipedrive email client usable as the main client.

  • Laura_43845
    Laura_43845 Posts: 2
    edited June 2021 #14

    Agree. Current email version is far from being user-friendly :(

     

  • Alistair Smith
    Alistair Smith Posts: 1
    edited February 28 #15

    Long time listener, first time caller..

    I've been a big fan of email sync and use gmail labels to make sense of my inbox. I'm looking at syncing by label rather than everything but I have one quick question. Does the label sync by parent tag or do I need to select every sub label too? For example, all of my client labels sit under the client tag (client/x, client/y, client z...). In PD, can I just select the client label or do I need to tick the specific box every time I add a new client to the list? 

    Thanks!

  • MAH
    MAH Posts: 3
    Name Dropper First Comment

    The Automatic Categories of Gmail

    Is a very Important and organizing need we want to use in pipedrive as well.

    Would be glad if added ASAP