Email marketing

Is there a way to see how many times an email template has been sent?
I create a lot of email templates in Pipedrive for product promotions and marketing messages to send to customers. Is there any way to track how many times a template has been utilized??
How do we auto-generate leads from campaigns?
We send out a lot of email to our lists, but can see no way to set up rules to create a lead if a certain number of opens or clicks are met. Pipedrive advertises "marketing automation", but there appear to be no tools to actually automate a simple process of contacting and qualifying a lead from a campaign. I've searched…
Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
Campaign Builder: MS Outlook Appearance Issues
I run a B-2-B wellbeing company and the majority of our clients use Microsoft and MS Outlook for emails. I'm constantly finding that every time I build an email in Pipedrive Campaigns, it looks vastly different in an Outlook inbox verse what I see in the Campaign Editor and Preview Mode. This is an ongoing issue as…
Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
Resend Emails to Unopened Recipients
In Campaigns, we want an option to resend the campaign after a specific number of days to the recipients who have not yet opened it, ignoring recipients who already have.
✅ Email Domain Authentication
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. Domain authentication is about security and deliverability, as it helps you protect your brand's reputation and helps your emails…
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
Campaigns - is there a way to add a sign up form to website
Hey there, We're about to upgrade our subscription to include Campaigns, helping us keep everything under one roof. Just wondering, is there a way to add a sign up form to our website (ie. for a newsletter?). We're currently growing a newsletter on LinkedIn but it'd be great to be able to gather email addresses and…
Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
Newbie question on drip marketing - what tools to integrate with Pipedrive?
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.
Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
Campaigns' visibility in the Deals?
How come the Campaigns fields (sent / opened etc...) can only be seen on the Person's page and not on the linked deal? We have to open the person's page to see if we've had successful interaction, that's taking an noticeable amount of time. Why not displaying the campaigns the same way you display emails on Deals?
Merged: Customise double opt-in email
This discussion has been merged.
Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
[Closed] Mailchimp integration Beta few test-drive 🚗 spots left
👋 hey hey, community 🙂 Who would like to be one of the first users? We are about to launch our Mailchimp integration on our Marketplace soon however before that, we would like to ask some of you for a test drive 🚗 The plan is: Share the app with you and enable it in your account Let you enjoy the ride Schedule a short…
Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
Data Enrichment and Exporting Segments to Mailchimp
Hi Community, We're struggling with two areas and looking for some advice/insight into how others may have done the same: 1. Data Enrichment * We have approx 3.5k contacts in Pipedrive that are people we've spoken with over the past 8-10 years to varying degrees. It's largely completely out of date. We'd really like to use…
E-mail marketing
Hello everyone !! To put in context, we sell guarantees, and the url are specific to each quote, I would like the url of my button to be customized according to the answers, I would like the text displayed in my button to be "resume my quote", but that the url be different and adapted to each new quote. Have a nice day…

Email marketing

Discussion List