Our email marketing tool lets you send one-off email campaigns as well as automated email sequences that tightly integrate with CRMs, like Pipedrive, HubSpot, and Copper.
Outfunnel automatically records email engagement in your CRM as a custom activity for email sends, opens, clicks, bounces and unsubscribe (that you can later filter in your CRM)
How to customize recording email engagement:
1. You can edit the default email engagement recording settings under Campaigns > Event recording.
2. Choose how you’d like email activities like sends, opens, clicks, bounces or unsubscribes recorded in the CRM.
You can change these settings at any time by opening the automation and making the changes.
That’s it! You’ve changed the defaults and all new email engagement is synced to Pipedrive accordingly.
💡 Engagement is synced for all supported CRMs but HubSpot users are not able to configure the settings.
💡 Activities are added to my Pipedrive calendar. Please note that if you've set up a calendar sync in Pipedrive, then all activities are automatically added to your Google or Outlook calendar. To turn this off simply uncheck Outfunnel activity types in Pipedrive > Company Settings > Calendar Sync
These are the types that Outfunnel creates: Newsletter Sent, Newsletter Opened, Newsletter Clicked, Newsletter Bounce, Newsletter Unsubscribe, Contact Created, Newsletter Reply, Form Submitted, Visited Website