Gmail Add-on is ready for beta testing!

Jana Waldschmidt_66
Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
Pipedrive Employee
edited July 24 in Apps and Integrations #1

Jana here, (Product Manager at Pipedrive).

We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be accessible directly from the sidebar within Gmail.

If this peaks your interest, please share your email address with me here or drop a message to [email protected] and I will follow up with further instructions.

Comments

  • Flip Nolen
    Flip Nolen Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    Count me in, @Jana Waldschmidt, I'm already using the current one.

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited March 2020 #3

    Count me in, @Jana Waldschmidt, I'm already using the current one.

    This is great news! Mind sharing your email please? I will send you the invite. 

  • Sabrina S
    Sabrina S Posts: 15
    edited February 24 #4
  • Flip Nolen
    Flip Nolen Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2020 #5

    Count me in, @Jana Waldschmidt, I'm already using the current one.

    Sure thing, [email protected] 

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 372
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited April 29 #6

    My mail address is in your inbox :)

  • Brandon Ingram
    Brandon Ingram Posts: 26
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited February 24 #7

    Please add [email protected]

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited May 2021 #8

    Count me in, @Jana Waldschmidt, I'm already using the current one.

    Invite sent! 

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited March 2020 #9
    Sabrina S said:

    Check you inbox please, invite sent.

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited May 2021 #10

    Invite sent!

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited April 29 #11

    And we are live!

    Go get the newest version from here https://gsuite.google.com/marketplace/app/pipedrive_crm/181457847709

    Looking forward to your feedback!

  • Jøran Nohr_2336
    Jøran Nohr_2336 Posts: 34
    edited February 24 #12

    Couple of questions. 

    The speed of the add-on. I have to wait for some seconds before something happens.
    Should be possible to speed it up a bit? 

    About storing emails. 
    Whats the thought on storing outbound emails to a deal? Cant find anyplace to do that, only forwarding inbounds? 

    I work a lot with the same customers and have tens of offers to the same ppl out all the time, so its not possible for me to use some auto-coupling.

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited April 2020 #13

    Couple of questions. 

    The speed of the add-on. I have to wait for some seconds before something happens.
    Should be possible to speed it up a bit? 

    About storing emails. 
    Whats the thought on storing outbound emails to a deal? Cant find anyplace to do that, only forwarding inbounds? 

    I work a lot with the same customers and have tens of offers to the same ppl out all the time, so its not possible for me to use some auto-coupling.

    Hi , thanks for bringing this up!

    The speed is something we are looking into. There are some restrictions to it.

    Are you using email sync or is i BCC or maybe none?

  • Jøran Nohr_2336
    Jøran Nohr_2336 Posts: 34
    edited February 24 #14

    hi! Have tried sync now currently testing bcc as my email is full of non sales releated emails too. But bcc does not work for outbound emails? also bcc does not seem to add to the right deal?

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited April 2020 #15

    hi! Have tried sync now currently testing bcc as my email is full of non sales releated emails too. But bcc does not work for outbound emails? also bcc does not seem to add to the right deal?

    Outbound is not possible, no. Can you please confirm that the email is still not being attached to the right deal, I cannot re-produce it. Thank you!

  • Jay Beavers
    Jay Beavers Posts: 2
    edited February 24 #16

    Absolutely love the new 'Propose Times' button at the bottom of my GMail new email editing window.  I had been including a link to the scheduler in my email footer, but having a 'quick insert' meeting link for contextual use is so much nicer.

    I also like the ability to look at a message in gmail and then pull up the side tab to create a Pipedrive follow-up task that is assigned to the contact who wrote the email.  Would love if this particular workflow was a little simpler, if it attached the email (or a link to the email) as context to the task, and if it was a little smarter (e.g. subject of the email -- title of the task?)

    I would also love the ability for 'create new pipedrive contact' to be a simple workflow from this addin.  As well, I'd love 'contact intelligence' to be part of this, I read email in pipedrive many times just so I can have the full sales/conversation context of the participants when deciding how to respond.

    Would also love to be able to set open tracking and see tracking status from this addin.

  • Jana Waldschmidt_66
    Jana Waldschmidt_66 Moderator Posts: 14 PIPEDRIVE PRODUCT MANAGER
    Pipedrive Employee
    edited May 2020 #17

    Absolutely love the new 'Propose Times' button at the bottom of my GMail new email editing window.  I had been including a link to the scheduler in my email footer, but having a 'quick insert' meeting link for contextual use is so much nicer.

    I also like the ability to look at a message in gmail and then pull up the side tab to create a Pipedrive follow-up task that is assigned to the contact who wrote the email.  Would love if this particular workflow was a little simpler, if it attached the email (or a link to the email) as context to the task, and if it was a little smarter (e.g. subject of the email -- title of the task?)

    I would also love the ability for 'create new pipedrive contact' to be a simple workflow from this addin.  As well, I'd love 'contact intelligence' to be part of this, I read email in pipedrive many times just so I can have the full sales/conversation context of the participants when deciding how to respond.

    Would also love to be able to set open tracking and see tracking status from this addin.

    That's awesome to hear! I have noted down your feedback for future iterations.