We have an existing quotation system which we use to generate our quote in PDF form. How do I configure pipedrive to receive these email as a cc or bcc to enable us to keep track of all the quotes going out with their email body & attachment?
Example: In trello each track has a unique "trello" email address - hence when I email to there it automatically creates the card, I would like to the same in pipedrive
Your assistance will be appreciated.
Not sure what you meant by "keep track of all the quotes". You want this external PDF to somehow affect Pipedrive?
You could try Zapier integration like
https://zapier.com/app/editor/template/10394
That would generate deal based on email..
I suggest you contact Pipedrive support or provide more technical details what you tried or what you expect
Related
Found a very similar question here: Email aliases not returned as "To" address in logic app
TLDR: From within a logic app "When a new email arrives" trigger, How do I get the original alias that the email was sent to?
I have a logic app that creates a ticket based off an email sent to an outlook box. Now I want to be able to choose aspects of the ticket based off of whether or not the email was sent to the mailbox itself or an alias of the mailbox. The problem I'm having is that by the time logic apps gets a hold of the email, the alias address has already been replaced with the actual box's address ("alias1#place.com" -> "actualbox#place.com").
The actual mail in the inbox has the original email's alias information in the headers, but I can only get them by looking at the properties in outlook. I've tried to get the original "To" internetheader information both within logic apps (by exporting the email to blob storage and looking at headers there) and with the Microsoft Graph API. Sadly, the email exported by logic apps doesn't have the alias information and Graph API has pretty much every header but "To". At least one other person has lamented the lack of To
That said, the actual email still has the original alias information. Can someone help me get that information in logic apps without jumping through too many hoops? A many hoop solution is welcome if none other can be found though.
Use the Export email (V2) action from the Office 365 Outlook connector. This will give you the full message with original headers (including the actual To address)!
The flow here is, trigger on the incoming email, as you already are, then add the export email action providing the message id from that trigger to pull this specific email.
From there, you you'll have one big "body" property which you'll need to interrogate to find the To address.
Caveat on this though, it doesn't work when emails are sent between mailboxes in the same Office 365 tenant. Exchange Online will "helpfully" go, "I know that address... this is the address you wanted!"
What API are you using? In Outlook Object Model / MAPI / EWS, you need to retrieve the PR_TRANSPORT_MESSAGE_HEADERS MAPI property (DASL name http://schemas.microsoft.com/mapi/proptag/0x007D001F)
We arrived at a many hoop solution.
The "Primary" email box now has some rules that look at the internet headers mentioned above (Message -> Properties -> look for 'To:').
If it finds an alias there, it will put the email in a corresponding folder for each alias.
Then we have logic apps listening to each of the alias folders which will then send the email's information to the _Core logic app that does the actual processing.
I have a problem with the link with MailChimp. The problem is that MailChimp is sending an email to confirm subscription every time somebody is filling any kind of form. But, I don't want MailChimp to do that, because my prospects are not subscribing for newsletter (I mean, not each time they are filling a form). So, I'm afraid my prospects will run away when they will see that strange email in there inbox.
Is there a way to shut this email off ?
Thank you.
A confirmation is good to know that users exist or you want be sending it to people whose email addresses were bought but are no longer using them. Also buying an email list is not recommended (not saying you are), it will affect the deliverability of the campaign and not to mention complaints can cause black listing. Now having said that try and see if you can change the optin status from double to single (even if they give the option). I know dotmailer does/used to give an to change a user from double option to single optin.
I have two email accounts. One of them I use every day. The other one, I have to fire up a VPN, authenticate through a firewall, and then run Outlook Web Access. Triple-yuck.
I'd like to set up a rule that says "Whenever I receive an email to annoyingaccount#company.com, send an email to mydailyaccount#myworkplace.com letting me know to check annoyingaccount." I do not want am not allowed to forward the actual email to mydailyaccount. I simply want a notice that email is waiting for me.
I see options that will let me forward the email or send a text message, but I don't see an option to just send a boilerplate email. Is there something I'm missing, or a "trick" I need to do, or am I just out of luck?
There is not an option like this in the Rules Wizard.
You can forward the email to your account and use rules to:
File the AnnoyingAccount email in a folder (so it is out of the way)
Display an a custom message in your MyDailyAccount email.
Take a look at the the display a specific message in the New Item Alert window option found on the 2nd screen of the Rules Wizard.
Here is a quick How To:
http://www.howto-outlook.com/howto/newmailalert.htm
In my web application, I need to send an email to a group of people.
If I make the email addresses of the group of people as the TO addresses, then each recipient will be able to see who other recipients are and their email addresses. This is not what I want.
I want to make the email addresses of the group of people as the BCC addresses, which I am able to. However, I want to show "Our Team" as the recipient in the email to everybody. How can I do this? I googled but did not find useful information.
Any info or pointer is really appreciated.
Thanks in advance!
You can put whatever you want in the To header, including a fake email address, and then use the send method to send the message to whatever recipients you want.
But, you should ask yourself what you expect to happen if someone does a reply-all to the message. Do you want the reply to go to all members of your team? If so, you really need to create a mailing list, which will simplify the process of sending the message as well. Most mail server support some sort of mailing list capability. If you're using your own mail server (e.g., your company mail server), you may also want some mailing list management software.
using the salesforce Email Services can we do means prevent duplicate cases and How please???
I understand your pain. My users often complain that our service email address is included in email conversations and this creates a case for each email received. They then have to spend hours merging the cases and pulling out the relavant material. Worse, they have to manually move email attachments from the duplicate child case to the parent case.
One solution is to purchase an AppExchange application that provides a custom email handler that works well. Look for the Email to Case premium on the AppExchange.
https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001R5cyEAC
Or you can do what I did and build a custom email handler. See my blog for the code which is currently working in our organization:
http://sforcehacks.blogspot.com/2012/01/email-to-case-can-create-too-many-cases.html