Personalized fields when using AI generated emails

Youssef

Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far.

I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them together: creating a deal with product information and person information)

I would like to use the AI tool to automate the email generation (initial and follow-up), but I am having trouble adding personalized data fields when using the AI. I have tried different prompts, such as: "Use the person's first name…", "Craft a personalized email using the information included in the deal/person"… "Use {first name}, or "{Person.first_name}", etc. in an attempt to make the AI add those dynamic placeholders, but nothing gives.

Is it possible to have such functionality from the AI or if I need to add these fields I need to go the manual route?

Thank you!

Helio

Hello @Youssef ,

I hope you are doing well.

First off, I’m so glad to hear that everything is going well with Pipedrive—welcome aboard! 🎉

Could you share exactly where you’re trying this so I can take a look? If you’d prefer to keep it private since this is a public space, feel free to reach out to our support team to chat with an agent directly.

To get in touch with our support team, click on the question mark in the top right corner of your Pipedrive account and click Talk to us! You will also see your support chat history if you have previously reached out to support.