Deal owner email address

Jonny Watkins
Jonny Watkins Posts: 5
edited July 28 in Sales CRM #1

Hi All,

I'm looking for a way to show (or to pull out) the deal owner email address to tie Pipedrive to our marketing platform, to help in customised emails - my only workarounds so far are change the deal owners name from their name to their email address, which i don't like, or create a custom field requiring sales team to add their own email address to each contact each time, both of which I think are quite poor, when the information is help within Pipedrive - anyone have any alternate ideas or suggestions for this?

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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited September 2021 #2

    When adding the contact to the marketing platform, add the salesperson's name and email as separate custom fields that you can include as merge tags. This is assuming you create a contact/deal first in Pipedrive, assign an owner, and then create a contact in the marketing platform.

  • Fabrizio Nicolosi_33821
    edited February 25 #3

    Hi Jonny yes the only workaround is creating a custom field with the mail.

    But a curiosity, why do you want to use mail address and not the name?

  • Jonny Watkins
    Jonny Watkins Posts: 5
    edited March 2021 #4

    Hi Jonny yes the only workaround is creating a custom field with the mail.

    But a curiosity, why do you want to use mail address and not the name?

    It essentially the ability to replicate a "normal" email being sent - we're in the fortunate position of having too many enquiries and not enough staff, and rather than just sending generic marketing emails, I want to be able to customise the responses from the marketing platform based on who the end user is dealing with at the business.

    Obviously name included, but I can't generate the email signature (unique to the user) without the email address also - the custom field and a manual entry, essentially, I'm either inputting a variation of 20 email address close to 200k times, or I'm asking staff to spend time doing a task, that should (in my opinion anyway) be removable as the information does exist in the platform.

     

  • Fabrizio Nicolosi_33821
    edited July 25 #5

    ok it occurred to me that you can change the sender name here, see the screenshot!

    image
  • Jonny Watkins
    Jonny Watkins Posts: 5
    edited July 25 #6

    ok it occurred to me that you can change the sender name here, see the screenshot!

    image

    Hey Fabrizio,

    Thanks - yeah i have that as an option, but I'm then unable to include the name of the deal owner as it only exists as an email address.

    I think a bulk edit through is the only real way I have of working it, then just stay on top of the database - it just seems mad as there is the information (as in the deal owner has their email stored in the system).

    Thanks.

     

  • Fabrizio Nicolosi_33821
    edited April 2021 #7

    Hi Jonny i'm agree with you but there are lot of things to manage! Have a nice day!