Contact lists from outlook into Pipedrive
Hello, new here..
I have a group of contacts that I want to email 50-100 times a day from 50-100 different new deals from the DEAL PAGE. It is the same group of people, or groups of people and on occasion I will want do remove an email within the list, so as to not send to that person.
SCENARIO
I have 13 contacts that I want to email in a group email in every deal from the DEAL PAGE, how do I simply email all of them at the same time by choosing a group list or contact list? Ideally the email will show as a single email out delivery as to not show the contacts who all is being CCed, but that is not technically critical at this time. Note I will be attaching 1 document to an email recieved, and forwarding that email to this group, many many many times a day. Ideally I have 4 separate groups that I can label and then easily choose from
EX
GROUP1 has 13 members (all)
GROUP 2 has 7/13 of group
GROUP 3 has 4/10 of the group
GROUP 4 has 9/13 of the group
Is there a shortcut to doing this, instead of going outside of Pipedrive, and using the contact lists from outlook, and then copying and pasting the DEAL URL, into the BCC--uggh
I need to simplify this process, and keep track of the emails, who read who replies etc...and i want to stop going outside of PD to do it? I do this thousands of times a month, that I want to simplify, by ultimately auto sending to these each specific contact GROUP based upon what I categorize as what group receives each email, when I move it into a specific stage. I need to copy and paste information into the body of the email, so each send from the DEAL PAGE is a unique email but quite similar.
Any help here please, I have organized all the contacts as organizations, and they are all related as sisters, that I want to email, and I have tagged them all uniquely, as members of that unique group, who will receive what I send to them daily.
Answers
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Hi @Jasgent -
I think you may want to organize these contacts as People, create a custom field to manage which group they're a part of and then you can send Group Emails to them whenever's needed. Here's a 4-min explanation: https://www.loom.com/share/e4da3bdd8cf84fc2b3962dee81e5b9f0?sid=39fab4e5-ffca-4c70-bfdf-d5a851908e88 Hope that helps!
If you would like additional support, feel free to reach out.
- Liz
Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations
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Thank you very very much for the reply but I have to do it from the deal page, I cant do it from the list view, as every deal is unique and can not be mass sent as the attachments and body are specific to the deal.
Not so sure why this so difficult to do, but no worries I found a simple work around to deal with the issue from the deal page, and I learned a whole lot about PD in the process.
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