Email sync

Interested in this Topic?
Signup up now to follow this topic, join the discussion, and always stay updated

Post

Sales processesWorkflow automationEmail syncMailigen

Stopping Automated Sequence When a Prospect Responds

We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds.

For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the CTAs to be "reply if you have any questions or would like to connect." Is it possible for me to automatically end the future emails in that sequence if someone replies?

Klenty is an email tool that provides this feature. Not sure... (More)

Post

Email sync

Posted yesterday

Controlling emails added to Pipedrive with LABELS

I'm a little confused.

From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ...

You control what emails are transferred via the use of Labels. I'm struggling to find more information on how to use labels in my email system which can then control the transfer of those emails to Pipedrive.

Pleas help.

ps. I've gone through as much of the knowledge base that I can already.

Post

File attachmentEmail syncFeedback & feature suggestions

Posted 5 months ago

Attach uploaded Files to Email in Pipedrive

If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.

4 replies