Pipedrive
Email to Pipedrive,
the easy way
ForwardThis is the simple tool that connects your email to Pipedrive. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Pipedrive
Create a free account and connect Pipedrive. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Pricing for the Thorndale rollout
Add Alistair as a person at Thorndale Foods and open a deal for £24,000 in Proposal Made.
---------- Forwarded message ----------
Thanks for the call yesterday. Send the pricing across for all 18 sites and we'll put it to the board on 9 September.
Added person Alistair Frew
alistair.frew@thorndalefoods.co.uk · Thorndale Foods
Opened deal Thorndale rollout
£24,000 · Proposal Made
Undo available for 24 hours if something does not look right.
Some other examples
- “Add a task to chase the Thorndale pricing on Thursday.”
- “Attach the signed order form from this email to the Thorndale rollout deal.”
- “Add a note on Alistair's record with what the board asked for.”
Everything ForwardThis can do in Pipedrive
Create contact
Add a person
Update contact
Update a person's details
Look up a contact
Look up a person
Add CRM record
Add a deal, lead, organisation or project
Update CRM record
Update a deal, lead, organisation or project
Look up records
Look up deals, leads, organisations, projects or notes
Read a record
Read one deal, person, organisation or lead in full
Read a report
Pipeline totals
Find files
List the files on a deal, person or organisation
Add note
Add a note to a person, deal, organisation or lead
Create task
Add a task
Update task
Update or complete an activity
Look up tasks
Look up your activities
Change tags
Change a record's labels
Add follower
Add a follower to a deal, person or organisation
Link records
Add a person to a deal as a participant
Attach file
Attach a file to a deal or person
Delete record
Delete a deal, person, organisation or lead
Merge duplicate records
Merge two duplicates
Convert record
Convert a lead into a deal
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Pipedrive?
- Forward the email to your ForwardThis address with a line saying what it is, like "open a deal for Thorndale Foods at £24,000 in Proposal Made". ForwardThis creates the record, fills in the details it can read from the email, and replies to confirm with a link. The first time, you'll need a free account with Pipedrive connected, which takes about 30 seconds - that's the entire Pipedrive email integration.
- Can I forward an email to Pipedrive as a deal, a lead or a person?
- Any of them, plus an organisation. Say which one and ForwardThis creates it: a deal with an amount, a stage and a pipeline named the way you name them, a lead, an organisation, or a person tied to a company. Leave the stage out and the deal starts in that pipeline's first stage. It can turn a lead into a deal too, though that one is one way, because Pipedrive can't turn it back.
- Will it create a duplicate person if they're already in Pipedrive?
- No. The email address is the identity, so if a person with that address already exists, ForwardThis updates their details instead of adding a second record, and the confirmation tells you which of the two happened. Naming their company links them to that organisation, or creates it if you don't have it yet.
- What if it puts a deal in the wrong stage?
- The confirmation email includes an undo that works for 24 hours, and it refuses to run if a colleague has already edited the same fields, because putting the old values back over their work would be the undo doing harm. People, organisations and deals stay recoverable in Pipedrive for 30 days after they're deleted. You can also just reply and say where it should have gone.
- How is this different from Pipedrive's own email sync?
- Email sync copies your mail onto the contact's timeline, and the deal BCC address files a message against a deal. Both are about keeping a copy, and if that's all you need, use them. Pipedrive email automation with ForwardThis is for the emails that need something made: the person, the deal at the right value and stage, the activity to chase it, and the same email raising work in your other apps.