Smart Email BCC

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Feedback & suggestionsSales processesEmail SyncSmart Email BCCGmailOutlookPipedrive Outlook SyncEmail AutomationGmail Add-On

Posted 18 days ago

Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer communication

Emails in Pipedrive is quite the hassle for us.

Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do...
Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook.

This presents a problem if we want our email threads to be linked to specific deals and use Pipedrive as a source of truth when it comes to communication with our customers.

There are 2 Options

For each new thread, Go to Pipedrive Inbox... (More)

2 replies

Liked by Minhaz Moosa and 2 others

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Email SyncTips & TricksSeeking adviceSmart Email BCCHelpProblem solving / Workaround

Posted 20 days ago

Syncing certain Emails

Hey Guys -

Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?

1 reply

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Feedback & suggestionsEmail SyncTips & TricksSeeking adviceSmart Email BCCHelpProblem solving / WorkaroundLearning

Posted last month

I am currently using PipeDrive for running the sales activities of 2 businesses. I love the email integration but unfortunately you can only integrate one Mailbox in the system. Is the development of having multiple emails integrated into the dashboard on the roadmap. Or to achieve this do I have to have one separate Pipedrive accounts for each entity. I currently use a common sales process across both businesses.

3 replies

Liked by Martin Pfeiffer

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Sales processesEmail SyncGetting startedTips & TricksSeeking adviceSmart Email BCCData managementDeals Learning

Posted last month

Tagging an email to the deal activity history

Hi,

I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity).

On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history.

Is this possible on Pipedrive too?

3 replies