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Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
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Multiple Email integrations
Hi all I am currently using PipeDrive for running the sales activities of 2 businesses. I love the email integration but unfortunately you can only integrate one Mailbox in the system. Is the development of having multiple emails integrated into the dashboard on the roadmap. Or to achieve this do I have to have one…
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How can i label smart BCC emails?
hi, how can i label smart BCC emails so that i can easily remember them when BCC'ying to my emails? So instead of having to copy the smart BCC email ID everytime i need it copied, have it instead labeled by the project name, so that it auto completes when i am typing it's name in my outgoing message from Gmail. This used…
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New Deals Screen Format
I like the new deals screen format but would would be really useful is the BCC e-mail address being accessible at the top of the screen so I don't have to scroll down to access and copy it.
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Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
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Link email threads to Pipedrive via API
Can we please link email threads to Pipedrive deals via the API? Many of our users prefer to use Gmail as it is much more robust and familiar, they use BCC, but replies don't appear in Pipedrive- and every follow up email has to be BCC'd again, instead of the thread being linked once and for all. Additionally, we send out…
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Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
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Linking multiple emails to a deal
Hi All, I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants. It would be great if I could…
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Inbox - Filter by subject line contains
Hey all! I'm looking for a way to filter the inbox to show these two formats: Sbject line contains [IWE] Subject line does not contain [IWE] Since I am using an email warmup service, I am getting like 300+ warmup emails per day collectively, which all get's bcc'd to Pipedrive. This easily drowns the relevant incoming mail,…
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Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer
Emails in Pipedrive is quite the hassle for us. * Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do... * Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook. This presents a…
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BCC sending
Hello, I am sending emails from email address that is different from my log in address. When sending emails and inserting BCC deal address it does not appear in deal ticket Why? . How to make it work? I cannot change log in email address for inner company reasons. So the question is how to make appear send emails from…
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Option to link smart bcc emails to WON deals automatically
We use a third party for support emails and have setup Pipedrive's smart bcc email sync feature so that all emails we send from our support team will link to their respective deals in Pipedrive. However, as soon as a deal is won, emails from our support email stop linking to the Pipedrive deal. I understand that this is…
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Who needs multiple email addresses?
Who needs multiple email addresses? One of our employees looks after various products / brands that are sold via our own websites. He has several Exchange e-mail mailboxes, but only one Exchange calendar and one Exchange contact mailbox. The signatures are also automatically assigned to the mail address by the server. We…
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Use Original Time of Forwarded Emails
When I forward an email to the BCC address (e.g., a reply I received), Pipedrive is using the time of the forward to sort the mail in timeline views, not the time the original mail was sent. This may lead to mails showing up in the wrong order, if I'm not careful to forward them in chronological order: It would make things…
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Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
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I would like to see the ability to have the 'deal specific address' automatically added to to the "T
I would like to see the ability to have the 'deal specific address' automatically added to to the "To" field when sending an email from a deal without needing to copy and paste it manually. That way clients can reply-to-all and the email will get allocated to the correct project. This would really help if the person…
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Synching Incoming E-Mail
I think I know how to send e-mail to Pipedrive bei using the generic or deal specific e-mail adress. But this seems to work only with e-mail that I am sending. Incoming e-mail using the same adresses are not shown in Pipedrive. Is this the correct behaviour? Why is it done this way?
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I can't seem to find this function so maybe someone here can point me to it if it exists. I have a v
I can't seem to find this function so maybe someone here can point me to it if it exists. I have a very small sales team and I need to forward them leads coming in from our www contact form. I was thinking if there's a way for me to forward/BCC the email to my sales rep in a way that would automatically create a sales…
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BETA Lead Inbox
I notice that the BCC email for pipedrive does not self populate as it does when you email from other tabs in pipedrive. When I am in a contact person (Not in the leads inbox but in the org. or contacts view) if you click the email, it opens an email message from my outlook client and adds the pipedrive email to the BCC…
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Email tracking thru smart BCC
Just a thought: Have the ability to add parameters to the Deal Bcc address for email tracking and more since so many of the emails are synced to pipedrive this way. For instance organizationname-fd3dd2+deal1117&tracking=true@pipedrivemail.com The reason for our constant usage of smart Bcc is that pipedrive isn't able to…
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Not Integrating Email and still being effective?
I'm new and we do use Google Workspace but we use a very "high security" version of google workspace so I don't want to use PipeDrive as our full email client, e.g. I want to minimize the email being filtered into PipeDrive from Google but also be able to "capture" emails sent to and from potential clients. I understand I…
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Deal specific email address does not work with all addresses
I have a strange problem. I want to use the deal specific address (dsa) in order to add some mails from an archive mailbox (not connected) to the deal history. The strange thing is that some arrive and some don't depending on the sending organization. I have several email account so I could check that sending from account…
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QUESTION: Email BCC ([BIZNAME+][DEAL]@pipedrivemail.com)
We know that put automatically BCC (cci email) email was remove to keep a certain control. For one of my purpose, we have Sophie with a pipedrive account and Julie who's helping few weeks but don't have an account. So we thought using the BCC email in her email with the customers to link the email and the answer to the…
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New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…
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Is there anyway to use the "bcc" email link for "leads"? It would be super helpful. As it stands I h
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New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
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Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
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Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?
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Email BCC's counting as activities vs emails
would like the ability to select emails as activities vs just emails.... aaron
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POP Email Support Needed
We love this product, however all of our current emails are ran through POP servers. Without the POP option pipedrive cant be used unfortunately