How can I access my Outlook email folders when working in Pipedrive?
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I have created a Pipedrive tags and have been adding them to all the emails I want to synchronize. But it seems this doesn't work even though I choose the option when I synch.
The only solution is to place the emails in specific folders. But I can't seem to be able to create a rule that says when pipedrive tag is added to an email send it to this folder.
Has anyone found a workaround?
Here is the video of me trying to set things up.
we have a problem with the calendar synchronization with Outlook. Appointments that are entered via Pipedrive are displayed correctly in the main calendar view in Outlook. In the detail view, however, the appointment is shown two hours earlier. This problem is probably related to the transfer of the time zone, because in the detail view in Outlook the appointment is displayed with the time zone UTC even though the time zone is UTC +1. The Pipedrive Support cannot help here at the moment, does anyone have a solution for the problem?
We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only.
You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the overall experience. What we need:
- users in Advanced or Professional plan:
5 who use Outlook or other Microsoft email server - enroll here.Update: Microsoft slots are filled, thank you! 5 who use Google email servers - enroll here.Update: Gmail slots... (More)