How to use HTML editor for Pipedrive deal email templates

pipedrive_questions

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!

Reeve Lui

@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

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.