Anyone using Outlook add-on "Send Personally"?

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Jeff McConnell
Jeff McConnell Member Posts: 1
edited May 2022 in Sales CRM #1

It allows me to put many names in the “To” field in Outlook, then in the body use a salutation like, “Hello “ then type “%USERFIRSTNAME%,” hit “Send Personally” instead of “Send” and voila, from one email I have many emails sent, each with a customized “Hello {firstname},”.  Thus, each recipient gets their own email and has no idea I sent the exact same one to many other people.  

These used to attach individually to the correct Deals in Pipedrive.  A little over a year ago, something changed and now when I do this, Pipedrive randomly chooses one of the Deals to attach every single email to, instead of attaching them to the correct individual Deal with that associated contact.  

Customer support can only scratch their head and blame it on my Exchange Server.

Anyone?

 

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2021 #2
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    Hi @Jeff McConnell 

    I can't speak for what's causing it unfortunately, support can better understand. However, have you tried our group email feature? It does exactly what you're looking for as well?

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