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.
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.