LionDesk V2 CRM Ideas Portal

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Emails in the LD system

 emails, phone calls and texts messages are the life blood of what we do. LD only provide text and call traction but having the emails flow through the system and added to the timeline is a major need!! For example, is I send an email, I have to add a CC address so that when a reply is made it will show up in the timeline but it would be great if my emails were just apart of the system so where I send an email and the receiver replies, it shows up in the communication timeline for the contact and I don't have to CC an address. This would be a major win! 

  • Guest
  • Jun 13 2019
  • Shipped
  • Aug 20, 2020

    Admin response

    Gmail sync is now complete! You can see your Gmail sent and received emails in the contact profile after you connect your account.

    Outlook/Exchange coming soon!

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  • Guest commented
    20 Aug, 2020 03:19pm

    Do we have to upgrade to a different LD product to use this?

  • Guest commented
    7 Apr, 2020 06:33pm

    Hopefully along with this planned item would love to see the ability to have google contacts push/pull sync in LD without the use of an expensive 3rd party app.

  • Rick Tibbitts commented
    21 Nov, 2019 11:52pm

    Hallelujah! This is a GREAT change and thrilled it's in the planned list! Thanks David and LionDesk!

  • Guest commented
    22 Sep, 2019 02:41pm

    If you are using Outlook don't waste your time trying to get Zapier to work for syncing emails or contacts.  Having LionDesk be able to Sync sent and received emails would be great.  Using LD cc is at least something but  adding an email sync that worked without extra steps would be so nice.  

  • Jeremy Smiley commented
    2 Jul, 2019 02:37am

    Yes this is badly needed. Follow up boss does this nicely with their integration with Google. It would be great if you could do a similar integration.

  • Guest commented
    26 Jun, 2019 11:31pm

    I do not currently rely on Liondesk to send and receive emails. Am I understanding that you still cannot send an email from Liondesk and then see the response within Liondesk?  I have my own domain and Google Suite to handle my emails and use a 3rd party for email campaign management.  I am hoping to hear that Liondesk get this handled in V2 to there is no need for work arounds or having to use a 3rd party to get the open rates, bounce info, click on link info etc.  Hate having to use a 3rd party for this. Should be something that is easily handled within Liondesk.

  • Rick Tibbitts commented
    13 Jun, 2019 11:25pm

    And even if a CC is added back to LionDesk, it still relies on the contact clicking "Reply to All" for it to find its way back in to LionDesk. Prospects FREQUENTLY don't reply to all, so the email thread in LionDesk is more often than not incomplete. It's one sided.

    I have no idea of the technology behind making outbound and inbound emails integrate in to LionDesk, but it's so desperately needed. To be honest, this feature, perhaps more than any other, would be at the top of my list. As was pointed out in the original post, tracking communication is the life blood of what we do.

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