Pipedrive
Log emails in Pipedrive
Log any customer email on the right Pipedrive deal in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
Alan Bowden
Re: Quote 118 - happy to proceed
Your instructions
Log this on the Bowden Roofing deal and mark it won.
Pipedrive
Log the email as a note
The Bowden Roofing deal
Pipedrive
Mark the deal won
Bowden Roofing / £8,400
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the email to your ForwardThis address with some simple instructions, like "log this on the Bowden Roofing deal and mark it won".
The email lands as a note on the right record: a person found by their email address, or a deal found by its title. The deal is updated in the same forward if your instructions ask: moved to another stage, or marked won or lost.
You receive a confirmation email containing what was logged and where, plus an undo button if something doesn't look right.
What is ForwardThis?
ForwardThis is an AI email assistant that turns email into action in 144+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
144+ apps
Works across the apps you already use, with more added every month.
Setup in seconds
Nothing to install and no workflows to build. Sign up, forward an email, and it runs.
Secure & private
ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
FAQs
- How do I log an email in Pipedrive?
- Forward the email to your ForwardThis address with some simple instructions, like "log this on the Bowden Roofing deal". ForwardThis adds it as a note on the deal and replies to confirm. The first time, you will need a free ForwardThis account with Pipedrive connected. It takes about 30 seconds.
- Which record does it land on?
- A person, found by their email address, or a deal, found by its title. If nothing matches, ForwardThis asks rather than guessing.
- Can it update the deal at the same time?
- Yes. In the same forward, ForwardThis can move the deal to another stage, change the amount or the owner, or mark it won or lost.
- What if the person is not in Pipedrive yet?
- Ask ForwardThis to add them first and it can: a new person is created from the sender's details, never duplicated if they already exist, and the note goes on them.
- Doesn't Pipedrive have a Smart BCC address for this?
- It does. Pipedrive's Smart BCC files a copy of mail you send against the matching contact, and it is the right tool for outgoing mail you remember to copy in. ForwardThis works on anything already in your inbox, files against the deal rather than only the sender, and can move the deal along in the same forward.
- What if it logs against the wrong deal?
- The confirmation email includes an undo for 24 hours, which removes the note again. Then forward it once more with the right deal.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.
- What happens to my email afterwards?
- It gets deleted. ForwardThis holds your email briefly in case you press undo, then removes it completely. Nothing is stored long term.