Send your emails to Pipedrive, it’s simplest with Yesware

Whether we like it or not, a substantial part of work is done via email. Things like setting a time for a meeting or a call, asking for introductions and sending proposals simply can’t be done without it. The tools you use every day should therefore talk to your email client or service and eliminate as much unnecessary copy-pasting and searching as possible.

Here at Pipedrive we’ve tried to make working with email easy for you. If you want the emails you send your customers copied into Pipedrive you can use our email drop-box feature. If you’re using Gmail and Google Chrome you can automate this process even further.

I’m a big fan of Yesware that sends your correspondence to said drop-box, provides useful information like when your customers read your emails and lets you use email templates very easily. Their basic plan is free and premium plan affordable.

It’s simple and straightforward to get started with Yesware. First, download and install Yesware Gmail widget and sign up to the service, free or paid*.

Then, go to Pipedrive > Settings > Drop-box, and copy your personal e-mail drop-box address (the one inside the green rectangle) from there.

Third, click on ‘Yesware’ in the top right hand corner of your Gmail, then select ‘preferences’, and then select ‘BCC to CRM’ and paste this e-mail address into the field named ‘CRM Email Address’. Now click on ‘Save and Reload Gmail’ to save changes.

Finally, click to compose a new message in Gmail. There will be a Yesware panel underneath the message body, click on the ‘CRM’ button there. You’re done! From now on, every e-mail you send gets immediately sent to Pipedrive as well. And when you send something that you don’t want to appear in Pipedrive, clicking the green ‘CRM’ button will toggle this function off.

Yesware Gmail compose window

Now, when you send a message to someone that has already been added to your Pipedrive contacts, emails will be saved under the person with the relevant email address. In case you have an open deal going with someone, email will be saved under the deal as well. In case you send an email to an address that is not yet in Pipedrive, a new ‘Person’ entry will be created. You can edit the name later as emails addresses don’t usually contain full names.

That’s it. Hopefully this helps you use both Pipedrive and email smarter. If I’ve missed any tricks, please let me know in comments.

* For the record, we are not affiliated with Yesware and don’t earn a commission when you sign up. It’s just that they’ve built a great tool which might be useful for our users.

  • http://twitter.com/yesware Yesware

    Thanks for the kind words, Timo! We’re so glad to hear that an awesome product/customer focused company like yours is digging Yesware.

    • http://www.qminderapp.com/ Rauno Rüngas

      I don’t know how many customer you need to list Pipedrive under your supported CRM’s –  I’m just here to say that I’m one who heard about Yesware through this an installed it ;)

      • Liina Tettermann

        Me too! Thanks Timo!

      • http://twitter.com/philipsim philipsim

        +1. Now what would be awesome is if the integration went a step further and you could see the opens and clicks within the CRM record.

  • Andrey Kovalev

    Timo, thanks for useful add-on to your system.

  • http://twitter.com/SteveBinos Steve Binos

    Cool idea. I’m still looking forward to a more elegant solution to forwarding/capturing clients’ return incoming email replies in Pipedrive. Loving the tool though!

  • http://www.facebook.com/scotsmith Scot Smith

    I am interested in a better solution for Outlook integration. I love Google products, but it’s an unfortunate reality Corporate America is still stuck on Outlook. 

    • Josh@itelecom

      I’m in the same boat, but I’ve found Postbox to be an amazing alternative to Outlook.

  • Otavio Welle

    What happens if I have one person has more than one deal? Where the email will be attached in my Pipedrive?

  • Glen Womble

    Handy!

    What would make it even sweeter is if tracking/read reports could show up in the Pipedrive stream. Possible?

  • http://twitter.com/aacook Alex Cook

    Would be awesome if YesWare events were recorded in pipeddrive (open, clicked, etc…)

    • omarus

      +1

  • http://www.facebook.com/profile.php?id=617315164 Łukasz Rysiak

    well, i was expecting a built-in solution, rather than button to auto-fill bcc email. Do you plan to add full gmail integrafion, like streak etc.?

    • http://www.facebook.com/martin.henk Martin Henk

      Sadly we don’t really promise or comment on future features. But of course a full Gmail integration would make a lot of sense.

  • Arne Wauters

    Switched from Insightly to Pipedrive and loving it all except for the email integration. Something like Insightly’s widget for Pipedrive would IMHO be an awesome addition to Pipedrive!

    • Martin Henk

      Thanks for the feedback! We are aware that the current state of the email integration in Pipedrive is not the best and I really hope we can improve this greatly in the near future.

      • http://www.immodating.ch/ Immodating

        We could already BCC the Pipedrive inbox when sending an OUTGOING email to prospects. But what’s key is the customer’s response! Unfortunately, Yesware is not 2-way integration and therefore is only a half good solution to a clearly defined problem (managing customer communication in one place). Any plan on developing a plugin, dear Pipedrive team?

      • Gabe Zichermann

        Add me to the list of folks that really want 2-way gmail integration.

        • Martin Henk

          Sure. Can you please send this in from the Help and Feedback section in the app? We get all your credentials this way.

          • Pawel

            Any updates regarding 2-way email (gmail) integration? I started using Pipedrive but I’m considering giving up because of this problem.

          • Martin Henk

            Hey! It would be a good idea to send us a line through the Help & Feedback box about this. We could discuss the matter in a bit more detail and would be able to list you for the beta

          • René Højgaard Frederiksen

            Hello Martin,
            how far from going live with an Insightly-like email integration?

          • Martin Henk

            Hey! Can you please send us a link about this through the Help & Feedback section in the app? We might have something to show you.

          • David Young

            Martin, Is it just me or do you truly not care about your users? IMHO, to ask someone to ” send us a link about this through the Help & Feedback section in the app?” is a cop out. They have already taken the time to tell you about the issue, can’t you forward their response or is that too much trouble? Either way, I would not use pipedrive because of this attitude. I for one, do not care how much you know, until I know how much you care. Make it easy for your users, they are after all the ones that will give you success.
            David

          • http://www.pipedrive.com/ Pipedrive Inc

            Hey David,

            I’m sorry to see this response upset you this much. I don’t really see what’s so terrible about trying to make sure the following communication is with the correct user in Pipedrive. People don’t always sign up with the exact name and email address in both Pipedrive and Discus.

            Asking them to send us a line about it through the Help & Feedback in the app enables us to automatically get their credentials and enable the requested feature instantly without having to go back and forth establishing all of these things first.

            We care about our users and are offering them the best possible route to a better Pipedrive experience

          • David Young

            You are exactly right about people not always giving you the exact name and email and there is a reason for this. You have not given them enough value or a reason to know, like and trust you. Instead you make it abundantly clear that being able to market to them is more important than understanding or caring about their needs.

            Are you building a ‘world class’ product or an ‘also ran’ product. In the words of one of the greatest marketers that ever lived, “in order to get what you want, you must first give people what they want.” Zig Ziglar
            Are you willing to go the ‘extra mile’ or are you expecting everyone to serve you? It’s all about attitude. Are you thankful for suggestions or do you want your clients (notice I did not say customers, you might want to learn the difference) to jump through hoops to get your attention?
            Your whole purpose of comments seems to be ‘Social Proof.’ Proof that you have a ‘world class’ product, but they seem to be telling a different story.

            To be honest, comments can be a gold mine of information and help you refine your product. They also tell you where you are screwing up.

  • http://webly.co/ Dayson Pais

    Its time pipedrive brought in email tracking as a standard feature in its CRM! Something tightly integrated.. (like Signals by Hubspot)