Email Search: Seek and You Shall Find

We’ve all had that moment when you wanted to refer to an email and couldn’t remember where it was. All you had was a vague idea of what the email might contain. Situations like these made using Pipedrive as your email interface pretty rough. In our continued efforts to improve your experience with Pipedrive, we’ve added the ability to search emails. Thanks for your patience!

Introducing new email search

We recently released email filters to help with this very issue and now we’ve just added email search to make it even easier. In basic terms, email filters lets you find a group of emails along a similar theme, helping you organize your correspondence. This search update is there to help you find a specific email, the proverbial needle in the haystack. Simply type any keyword in the search field and Pipedrive will sift through your email folders. Specifically, we look at:

  • Email subject
  • Sender’s name and email address
  • Recipients’ names and email addresses

At this juncture, it is important to note that the body of the email will not be searched.

Pipedrive Email Search Filter

How will it work?

Let’s use a practical, everyday example. You received an updated version of a contract or agreement a few months ago and you need to share this with your potential customers. The new paperwork was sent by your company lawyer, who is not attached to any deal and is not even in your Pipedrive contact list. When you need to find this email again, you can physically go through your inbox, hoping you remembered the date of receiving the email, or you can simply search for it.

It is important to note that you can only search through your inbox/archive/sent folders since it’s a Mail page search. Emails that other team members shared with you only appear in the details view of contacts or deals, so they are not searchable.

How do I get it?

We thought about making users search for the update but that seemed cruel so we decided to roll this out to all users automatically.

Happy closing!

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Maria Lasprilla

Product Manager @ Pipedrive, having a blast. Member of techsisters.org. Books, dogs and cafeterias are my obsessions.

  • Mario

    I love pipedrive but I never found any interest in using it to manage my emails. I still prefer to run Outlook for emails and write manually a summary of what is relevant of email exchannges into pipedrive. What is your experience guys?

    The main reasons are:
    – only 10% of my emails is relevant to be registered in Pipedrive
    – I find more productive to have a summary emails instead of whole emails registered into pipedrive

  • lqigabriel

    This is a very important update that was missing to not look for the mails one by one, I will definitely be more organized and could increase my productivity.

    I congratulate you for this email search update.

  • Charlie Brown

    Really until you can search everything notes, calls, tasks, emails etc within Pipedrive still a large and dangerous HOLE. I enter dozens of notes a day on contacts and if I need to search for a keyword or something currently Pipedrive does not do this… I hear it is being worked on… I remain with pipedrive hoping that day will come! Sure am jealous of Prosperworks though as everything is searchable just like gmail search. As far as email much easier and better to use inbox which includes search of everything and tracking of emails as well with free extensions

    • Christopher

      Hi Charlie,

      Searching notes and custom fields is coming very soon!
      Also, the email search is currently being tested by a handful of users and will be released in the coming weeks.

      Christopher
      Pipedrive

  • Eliel

    Clap Clap Clap!! I´ve been waiting for that.

  • Graeme Dixon

    Great stuff. I do have issues with the App. I search for an email or a contact and it never shows. Search on the desktop and sure enough it is there. I love Pipedrive by the way

    • Christopher

      Hi Graeme,

      Could you contact our support at support.pipedrive.com, we will take a look at this for you.