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

Mo Malayeri

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

Flip Nolen

Can you screenshot an example of what you mean?

Mo Malayeri

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

@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 - Pipedrive Consultant - AmitSarda.xyz

You can use a service like TextExpander.com (affiliate link).

 

There are other services like this.

http://shrsl.com/269de

Boris Tsibelman

Use a third party tool in chrome

Renato Caillaux

@Boris Tsibelman Which third part tool?