1.Monitor new sent emails
Integrate Microsoft Outlook and email folder watchers to detect new messages in Sent folders for logging.
Create completed CRM activity for each sent email
Automatically monitor new emails in Microsoft Outlook Sent folders across Microsoft Outlook and Pipedrive. Create completed CRM activity records when outgoing email sent, sent folder item added, or message dispatchedβso you can document outreach, link contacts and orgs, and mark updates done without manual logging.
How this automation creates completed activity records
When new emails are sent in Microsoft Outlook Sent folders, outreach timelines can go undocumented and hard to audit. This automation creates a completed activity in Pipedrive and logs email detailsβso your team can maintain an accurate outreach history.
Microsoft Outlookor swap with your favorite app
2.Create completed email activity
Integrate Pipedrive and CRM activity records to create an Email activity and mark it completed with message details.
Pipedriveor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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