How to use HTML editor for Pipedrive deal email templates

pipedrive_questions
pipedrive_questions Member Posts: 9 VERIFIED MEMBER
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in Sales CRM #1
https://www.pipedrive.com/en/blog/embedding-images-in-emails

Dear community,

I wonder how I can use HTML in my Pipedrive emails from the deals view / using email templates. I found two related articles, but I did not find a feature to actually use HTML within the email body. Is this possible when editing a template from the deal view?

https://www.pipedrive.com/en/products/email-marketing-software/email-builder

Many thanks!

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Answers

  • Reeve Lui
    Reeve Lui Member Posts: 59 VERIFIED MEMBER
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    #2

    @pipedrive_questions

    Hey there, I checked the "email function" on deal view and I think that is not possible.

    The article you shared is only applicable for "Campaigns" which is an add-on for Pipedrive.

    I think Pipedrive kept it this way because Campaigns can use HTML emails because it's more for marketing purpose.

    Whereas in a Deal / Contact view, the email function is for sales to follow-up, even though you can have template, I guess they see no real purpose in using HTML email if I am the sales person and you are the lead.

  • Boppa
    Boppa Member Posts: 49 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes Name Dropper
    #3

    Hey there, would love to see this as a feature so we can add buttons to sales follow up with simple YES/NO or APPROVED/DISAPPROVED buttons that we can add the pipedrive parameters to. Would give us so much flexibility with zapier to action these parameters and save us heaps of staff time.

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