Note: While this feature is available within the Essential plan, the Email filtering functions are most effective when paired with the Email Sync feature of the Advanced, Professional, and Enterprise plans. To learn how to switch plans, click here.
Pipedrive email filters are really useful for keeping better track of your emails. You'll find the Filter button when you open up the Mail tab of your Pipedrive account.
Whether you're using Smart Email BCC, or you're using the Email Sync of the Advanced Plan, you can now filter your emails by up to six parameters, making finding the emails you need in a sea of contacts that much easier.
Currently you can filter your emails by any combination* of:
- Linked with a deal
- Linked with an open deal
- Not linked with a deal
- Not shared
- To: me
- From an existing contact
- Only with attachments
*Except where the combinations would cancel each other out, e.g. 'Shared' and 'Not shared'