Email all Deal Participants?

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Cliff_J
Cliff_J Member Posts: 3
5 Up Votes Photogenic First Comment
edited September 2023 in Ideas and Product Feedback #1

Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list.

Is there a way to click one button and email all the participants on a Deal?

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  • Mathias Brask
    Mathias Brask Member Posts: 51
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    #2
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    Haven't found it neither. Would be great!


    @Mike van der Valk ? :D

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    #3
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    Hi there!

    Unfortunately there isn't a quick way right now.. but I'm passing this on to the Product manager working on the email feature in Pipedrive 🙏🏻 hopefully we can improve this in the future.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
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    #4
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    This is possible with Make/Integromat.

    List persons in a deal in Make


  • Edward Ferrero
    Edward Ferrero Member Posts: 3
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    edited February 2023 #5
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    A participant email list would be amazing.

  • Kris Kuhn_66476
    Kris Kuhn_66476 Member Posts: 3
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    #6
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    Jumping on this older thread. I don't believe this is an option yet, correct? It would save me a LOT of time ☺️

  • Craig Beaumont
    Craig Beaumont Member Posts: 67
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    #7
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    Yes please, this seems like it should be a fundamental part of the deal process, emailing all participants should be a priority update, especially for in the automation workflow

  • SamSam
    SamSam Member Posts: 9
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    #8
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    PUSH! Definitely mandatory!

  • Lisa M White
    Lisa M White Member Posts: 3
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    #9
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    Hi, Any UPDATE on this?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    #10
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    Hi everyone, I will make this conversation a feedback thread so it gets our product team's attention. Do keep upvoting and sharing your use cases for added visibility.

  • Lisa M White
    Lisa M White Member Posts: 3
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    #11
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    This is a basic fundamental of a sales software. Please update this function.

  • Jouko
    Jouko Member Posts: 2
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    #12
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    We would really benefit from the ability to send templated emails to every participant. In a perfect world we would like to be able to trigger the sending of emails in a few different ways.

    • Manual
    • Scheduled
    • Triggered when moving the deal to a new stage.
  • Adam Young
    Adam Young Member Posts: 5
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    edited March 7 #13
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    @Manuel Oliveira - what is the criteria for getting suggestions actioned?

    This seems like an obvious update that would make total sense for marketing comms, automated workflow and general ease of information sharing.

    Please advise.

    Best,

    Adam

  • Edward Ferrero
    Edward Ferrero Member Posts: 3
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    #14
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    I agree completely. Being able to send participants a group email, or share the list of participants with someone outside of Pipedrive would be very helpful.

    All the best.

  • Adam Young
    Adam Young Member Posts: 5
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    #15
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    Bump .

  • MC
    MC Member Posts: 70
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    edited April 8 #16
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    Hi @Mike van der Valk looks like this feature request (Nov 2022 = 17 months ago) needs to be merged with this one from 1 month ago…

    https://community.pipedrive.com/discussion/comment/41860#Comment_41860

    …and this one from July 2022 (= 21 months ago)

    https://community.pipedrive.com/discussion/3329/add-all-deal-participants-to-email-with-one-click-of-button

    This feature request is another example of where Pipedrive needs to improve what is already in the app and not add completely new features, which it seems focused on of late.

    +1 from me and +1 from my boss on being able to add all deal participants to an email with a click.

    This is a basic need for a sales person.

    Thanks,
    MC

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    #17
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    Hi @MC thanks for the tag on this thread too. I've asked the team who works on the email area in Pipedrive to take a look here. Hopefully we can make this work in the future :)

  • MC
    MC Member Posts: 70
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    #18
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    Thanks @Mike van der Valk! Put it on the massive whiteboard in the (virtual) office that is headed "Quick Wins Our Users Will Love Us For". 😜 ~MC

  • MC
    MC Member Posts: 70
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    #19
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    @Mike van der Valk the release of the new https://www.pipedrive.com/en/products/ai-crm?utm_source=vero&utm_medium=email&utm_content=control&utm_campaign=Pipedrive%20AI%20Launch%20%28Apr%2024%29&utm_term=Newsletter&vero_id=10853131%3A16312989&vero_conv=OZ4fkS-iRA7tjkH3DQnyo698d7h2uRm0HvRc6kSG--zfMPmk5lohAqrKkHiBasqfZaT8l5j9sOLLOHs8ESqaxCWXrWqx6jwTktU%3D features is another example of features we didn't ask for and don't really need, especially when there are so many gaps and missing features in the core CRM functionality, such as this 'Email all Deal participants' feature request. It disappoints me as a user to see this (difficult to fathom) prioritisation by Piperdrive management. #justsayin

  • Edward Ferrero
    Edward Ferrero Member Posts: 3
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    #20
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    Email participants is important!!! Participants should be filterable in the contact filter screen. A stopgap might be the ability to export participants, copy the email addresses for the spreadsheet, and send it that way.

    Pipedrive, please do your best to get it done.

  • Gert Keen
    Gert Keen Member Posts: 2
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    #21
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    I completely agree! I love pipedrive, but somehow the walls between the three silos activities-deals-persons need Nobel prize brains to overcome. A deal is indeed the most central place where everything comes together: a mail to all paricipants with a mouse click should be regarded as mondane. I managed to make everything 100% automated, no manual copying, not manually adding addressees to a mail, …. except in the deal. Even with zapier and make, the workaround was hard. I agree with the writers above: the newly add AI-features would be nice in Toys-R-Us, not in a serious CRM app (try the summaries, I print them out and hang them in the loo, people dont even come back to the dinner table, the laugh their heads off). So, as so many, I heartwarminly push you guys at PD: make this feature, and you ll have even more fans. Give it some thought. Warm regards, Gert.

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