How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
Mo Malayeri
Member Posts: 10
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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Answers
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Can you screenshot an example of what you mean?0
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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 Nolen0 -
@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.0
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You can use a service like TextExpander.com (affiliate link).
There are other services like this.
http://shrsl.com/269de0 -
Use a third party tool in chrome0
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@Boris Tsibelman Which third part tool?0
