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 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 email engagement recording settings in Email settings > Engagement recording. Currently, the engagement is synced for all supported CRMs but HubSpot and Copper users are not able to turn off certain engagement types yet.
How to customize recording email engagement:
1. In Outfunnel > Account > Email settings page, open Engagement 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.
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 HubSpot CRM. We'll soon add similar configurability to HubSpot. Please get in touch via the chat button in the bottom-right corner if you'd like early access. Note that, the activities are already recorded in HubSpot - they are simply not configurable
💡 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.
💡 Activities are added to my 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