Can you integrate Pipedrive with a Mail Merge system/software?

Edie Mew
Edie Mew Member Posts: 143
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edited July 2022 in Apps and Integrations #1

We have a client who uses the old process of mail merging, they wish to continue mail merging but ideally move away from the classic Excel & Word process. Is there a current workaround/integration for this to happen within Pipedrive or is this something I can request as a feature for the roadmap? 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
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    CONSULTANT
    edited February 2022 #2

    Use bulk emails feature?

  • Edie Mew
    Edie Mew Member Posts: 143
    100 Comments 25 Likes Second Anniversary First Answer
    edited May 2021 #3

    Use bulk emails feature?

    Thanks Amit, apologies i should've been clearer in my post. Letter Mail Merging 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
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    CONSULTANT
    edited May 2021 #4

    Use bulk emails feature?

    Use Pandadoc or even Pipedrive's Documents feature.

  • Edie Mew
    Edie Mew Member Posts: 143
    100 Comments 25 Likes Second Anniversary First Answer
    edited May 2021 #5

    Use bulk emails feature?

    Thanks Amit, I mean the old school letter communication. Where the client is sending out 1000s letters every week via a mail merge and using a machine which puts the letters In envelopes. I understand your reasoning for suggesting PandaDocs, however the client wishes to remain sending out physical letters 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited May 2021 #6

    Use bulk emails feature?

    You can always print out the documents created via PandaDocs. Unless I am really missing the meaning of this question.