Our email marketing tool lets you send one-off email campaigns as well as automated email sequences that tightly integrate with CRMs, like Pipedrive and Copper.
Outfunnel automatically records email engagement in your CRM with the following default settings:
- Emails sends are recorded as a Note
- Emails opened, clicked, bounced, unsubscribed are recorded as a custom activity (that you can later filter in your CRM)
You can edit the default engagement recording settings through the automations page (Currently Pipedrive users only, coming soon to Copper).
How to customize recording email engagement:
1. In the Outfunnel > Automations page, open Email engagement
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.
Tips, observations, and useful definitions:
💡 Notes vs Activities. Activities are usually filterable in a CRM, whereas notes are not. At the same time, too many activities might create unnecessary clutter so you may want to sync less telling but more frequent events (eg. email sends or opens) as notes.
💡 Coming soon to Copper. We'll soon add similar configurability also to Copper. Please get in tough via the chat button in the bottom-right corner if you'd like early access.
💡 Create deals from opens and clicks. We'll soon add functionality that allows you to create a new deal when an email is opened and/or clicked.