Planned: emailing in Leads 📨

Inês Batata
Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited August 15 in What's New #1
image
Prototype subject to changes.

 

We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads.

This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice versa.

 

🔎 Learn all about our Lead Generation features from our Knowledge Base tutorials in your preferred language.

 

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

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Comments

  • Jörgen Sjöstrand_231
    edited February 24 #2

    Great, will be really useful!   

    Would be great if it also was enabled in the new Activity view/workflow with the same reasoning (its not good to leave the workflow there either).

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #3

    Great, will be really useful!   

    Would be great if it also was enabled in the new Activity view/workflow with the same reasoning (its not good to leave the workflow there either).

    Hi @Jörgen Sjöstrand ! I'd like to understand your question a bit better: you'd like to send emails from activities?

  • Bjørn-Henning Opheim
    edited February 25 #4

    Good morning. Do you have an ETA on this, or is it possible to join a beta? I have  a couple of users who are waiting for this :) Will there also be a possibility to mass email these users? If I label some user, IE. "sport", I know I can send these users the same email.. and have that linked with Mailigen.. :)  

  • Admin_25263
    Admin_25263 Posts: 3
    edited January 2021 #5

    Could I please join the beta if it is possible. We really need this.

  • Desiree Morton
    Desiree Morton Posts: 39
    edited January 2021 #6

    Inês Batata , do we nee to join any Beta testing for this?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #7

    Hi @Bjørn-Henning Opheim @Admin @Pipedrive Fairy !

    Join our Research and Beta Testing channel. If a beta test happens, that's where it'll be announced. 😉

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #8

    Good morning. Do you have an ETA on this, or is it possible to join a beta? I have  a couple of users who are waiting for this :) Will there also be a possibility to mass email these users? If I label some user, IE. "sport", I know I can send these users the same email.. and have that linked with Mailigen.. :)  

    Hi @Bjørn-Henning Opheim , we're not too fond of giving out ETAs because in software development there's so many moving parts that things can change rather quickly. ere’s how to get notified about our product updates:

    • 🔮 Follow What's Planned to to know what we're currently working on and what’s to come.
    • 🌟 Follow What’s New and don’t miss any new release announcements.
    • 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    As to mass-emailing, you can already do that because the contacts in your Leads also become part of your list of Pipedrive contacts. So if you link with Mailigen, all you have to do is filter them in Pipedrive and upload that list to Mailigen. :)

  • Martijn Vriesinga
    edited February 2021 #9

    This could be so useful!!

  • Bjørn-Henning Opheim
    edited January 2021 #10

    Good morning. Do you have an ETA on this, or is it possible to join a beta? I have  a couple of users who are waiting for this :) Will there also be a possibility to mass email these users? If I label some user, IE. "sport", I know I can send these users the same email.. and have that linked with Mailigen.. :)  

    Hmm. I can not find a way to filter theese leads. I am not able to choose "leads" under the filtering options, so the labels do no show up. Maybe there should be a "Leads" option for filtering. Not only Deals.

  • Jorge Martínez Marbán
    edited February 2021 #11

    Fantastico 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #12

    Good morning. Do you have an ETA on this, or is it possible to join a beta? I have  a couple of users who are waiting for this :) Will there also be a possibility to mass email these users? If I label some user, IE. "sport", I know I can send these users the same email.. and have that linked with Mailigen.. :)  

    Hi @Bjørn-Henning Opheim , I'm afraid I didn't explain myself clearly, my apologies. 

    Leads contacts are transferred to your Contacts list when you convert the lead to a deal; for now it's only possible to email your leads individually, from the Leads tab (filter by "lead with email" oy by your preferred label, for example).

    We appreciate your patience while we're building a full capacity email integration with Leads. 🙏

    In the meantime, I suggest you take a look at the integration platforms available in our marketplace, as they allow you to transfer and manipulate data outside the scope of our own native features.