How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.

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Mo Malayeri
Mo Malayeri Member Posts: 10
edited January 12 in Sales CRM #1
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.

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  • Flip Nolen
    Flip Nolen Member Posts: 94
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    edited March 2020 #2
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    Can you screenshot an example of what you mean?
  • Mo Malayeri
    Mo Malayeri Member Posts: 10
    edited March 2020 #3
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    For example, sometimes the client asks me to send them certain information and I want to include them in my follow up email. Since I will be only adding them to only a few of the emails from time to time, I wish there was a snippet that I could add using "#" or clicking on the list of saved snippets so they can be added to the text.

    Basically, a snippet is just a short saved message that can be called and added to emails. Tools such as Intercom and Hubspot already have that feature. @Felicity Nolen
  • Flip Nolen
    Flip Nolen Member Posts: 94
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    edited March 2020 #4
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    @Mo Malayeri ah, got you. I'm not sure on that one. I tend to use templates in Gmail and also use the Gmail integration with Pipedrive.
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited March 2022 #5
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    You can use a service like TextExpander.com (affiliate link).

     

    There are other services like this.

    http://shrsl.com/269de
  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
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    edited March 2020 #6
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    Use a third party tool in chrome
  • Renato Caillaux
    Renato Caillaux Member Posts: 1
    edited November 2020 #7
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    @Boris Tsibelman Which third part tool?
  • danb
    danb Member Posts: 1
    First Comment
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    Give Text Blaze a try (blaze.today)