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Pipedrive

Comment sont constitués les fils d'e-mails dans Pipedrive ?

Note: For optimal email threading, we highly recommend that you send emails from within Pipedrive's native email composition tool using Email Sync.
This is only available as part of our Gold plan in Pipedrive. To learn how to change plans, click here.


Les fils d'e-mails sont la façon pour Pipedrive de vous montrer l'ensemble de la conversation que vous avez eue par e-mail avec des participants spécifiques. If you have the Email Sync enabled with Pipedrive's Gold plan, the emails you send and receive will be automatically put into threads within the Pipedrive Mail tab.
To ensure this works smoothly and as intended, we highly recommend you send emails from within the Pipedrive app using Email Sync.

If you choose to use a non-Pipedrive email composition client or Smart BCC, the email threading result may vary from being slightly to significantly different, as each email provider has their own threading logic. De plus, avec la CCI intelligente des e-mails, il se peut que la façon dont les e-mails sont rattachés les uns aux autres dans Pipedrive ne corresponde pas à la façon dont votre client de messagerie assemble les fils.

Nous avons conçu la CCI intelligente pour en faire le meilleur outil possible par rapport à la multiplicité des options offertes sur le marché, mais les meilleurs résultats restent obtenus avec la synchronisation des e-mails dans le plan Gold. Avec la CCI intelligente – ou lorsque vous envoyez vos messages depuis un client différent –, chaque logique d'assemblage est spécifique au client de messagerie. We suggest searching for more information as to your provider's specific threading logic within your chosen client's help documentation.

Keep in mind that emails in Pipedrive will still be threaded according to Pipedrive's logic, so the resulting threads within Pipedrive — and therefore associations with Deals, Organizations, and People — may vary from what you see in your third-party email client.

Note: If you use Gmail as your email provider, Pipedrive advises that you update to the newest version of Gmail's email client. The newest version of Gmail provides threading rules that are identical to Pipedrive's, allowing you to operate effectively without needing to be wary of differing threading rules.

The automatic behavior for creating email threads in Pipedrive is that if the system detects an email with a matching subject line and two or more matching participants — including the email sender — those emails will be threaded together, and thus can only be linked to one deal.
To better ensure that your emails don't inadvertently thread, we also recommend sending emails with unique subjects lines — such as "How Pipedrive can help ABC Company!" — for every email you wish to have its own thread.

For this reason it is simpler to use Pipedrive's native email composition tool, as it will ensure consistency and will prevent any confusion, as once an email is threaded, it cannot be unthreaded.

Note:
Threads in Pipedrive are displayed for your easy reference and do not mean that the emails within the thread are shared with every possible recipient. Si un e-mail n'est pas adressé directement à un destinataire, celui-ci n'en recevra pas de copie, même s'il est inclus dans le fil.