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

Mo Malayeri
Mo Malayeri Posts: 11
edited July 25 in Business Talk #1
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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Answers

  • Flip Nolen
    Flip Nolen Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2020 #2
    Can you screenshot an example of what you mean?
  • Mo Malayeri
    Mo Malayeri Posts: 11
    edited March 2020 #3
    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 Community Driver Posts: 127
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2020 #4
    @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
    edited March 5 #5

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

     

    There are other services like this.

    http://shrsl.com/269de
  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2020 #6
    Use a third party tool in chrome
  • Renato Caillaux
    Renato Caillaux Posts: 1
    edited November 2020 #7
    @Boris Tsibelman Which third part tool?