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Marketing Automation Comparison
Pipedrive has a campaigning tool, but we've been working with a different marketing automation platform years before starting with PD. Has anyone made a comparison between the main marketing automation platforms like Hubspot, Zoho, Campaign monitor, Mailchimp for instance? And what was the outcome?
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New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…
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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…
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Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
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Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
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Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
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Looking for help setting up automations, nurture/drip campaigns, etc
Hello-I'm looking for expertise in setting up automations, integrating with Facebook Ads, Zapier, etc. If someone has experience in the US mortgage industry, that would be highly beneficial. We're located in Colorado.
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Nurturing
the only way to do nurture MQL is via automatisation. I have created 3 sequences (Cold, warm, hot) of 5 steps ( mainly email). I have created a program to manage lead scoring ( but impossible to use campaign data as there is no API for this, only interactivity with you form, email , meeting). Here the issues : 1- Sequence…
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Email URL
Hi, it would be great to be able to add the email URL at the top of the email. So our subscribers can open our emails in their navigator. Thanks!
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Bulk e-mail to Organizations
I think it would be great if Pipedrive could add e-mail field to Organization profile. Then it would be available to send group e-mails straight to organizations. For example, in cases when your company's adress or phone changes. You don't need to find specific person to tell him that, you can just send out e-mail to every…
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Only use 'work' email for mass emailer with the campaigns App
With many contacts I have 2 or 3 email addresses, usually their personal from LinkedIn or an old email that I have made their 'other' so I can keep a ready record of what we were talking about when they worked somewhere else or before their email changed due to company name changes. I want to be sure that if I make a…
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Has anyone integrated the Constant Contact App by Make?
We decided to not use the native "Campaigns" addon in Pipedrive because there seemed to be issues with the handling of double opt In and unsubscribe tracking. Has anyone integrated the Constant Contact Marketplace app by Make? Are their significant limits on functionality as far as campaign tracking and reporting on a…
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Why emails from automation are sent 5-10 minutes later ??
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
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UTM Tags / Tracking For Campaigns
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
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Email open notifications
"Hi community, I need to know if any of you experienced this: when more members joined your Pipedrive sales team, the notifications for email opens and clicks sent from the CRM got deactivated. This happened to me and the rest of my team with the new additions. However, I have everything activated in settings and the sales…
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Improved Campaign Metrics (to level with MailChimp)
Some metrics that would hugely improve the campaign analysis process. (MailChimp all of these, bar device tracking + heat maps) Forwarded emails Inbox replies Click map Heat map Device tracking Email benchmarking Content optimiser The ability to view a link in the campaign, and the list of contacts who viewed said link…
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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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What is 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. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
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Campaign Feature: Shareable URL
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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ANSWER TO "EMAIL TEMPLATE PERSON"
Wow. It's been a year and I finally figured this out by accident. SO. When you use an email template that has, let's say, only an image… like this. You can use the automation to send an email and the only thing you need to select is whether you want to add tracking or the signature, etc. But if at the top of that email I…
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Customization of double-opt-in emails
We would like to be able to customize double-opt-in emails according to our branding (wording and visuals). Suggested work around initially would be to have a double-opt-in link that could be added to a campaign.
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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…
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Link Input into Email Composer
Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
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Send Automation Email Template to # of Deal Participants vs only Primary Deal Person
Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
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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.
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Filtering Email Campaigns in Pipedrive CRM
Hi everyone, I'm reaching out to see if anyone has any tips for filtering email campaigns in Pipedrive CRM. I send email campaigns for each of our sales reps, and these are broken down into sales regions and sub-areas. This means that my email campaigns list is very long and can be difficult to navigate. A filter function…
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Total Clicks Incorrectly Labelled as Unique
I would like to know the no. of unique clicks on each link. However in Link Performance section in Email Campaigns, clicks on each links are stated to be unique clicks & % of unique clicks, but this is not the case. It is stated that multiple links received over 300 unique clicks - but they're actually total as it exceeds…