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CTRL + Enter sends an email
That's it. Just like Gmail.
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Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Email Insight Report Should Show & Export More Columns
We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
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How can I track clicks on email links without using the tracking tools?
Hello! How can I track clicks on links sent by email, without using the tracking tools? Enabling the open track and click track ends up blocking some of the emails sent, because of pixel tracking barriers. Is there some other way to measure it? I want to measure individual clicks, so that I can know exactly who clicked on…
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Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
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Add the Aptos to font family
Microsoft now uses Aptos as it's default font in Outlook, however this font is not available in Pipedrive. Therefore emails look different to end users when sent from Outlook vs Pipedrive. Can you please consider adding Aptos as a supported font to provide a seamless end user experience?
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Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
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What happens to emails when someone leaves the company?
Hello Community— question for you. We are asking Users to turn on their Email Sync and Link emails to Deals. But what happens to this person's emails when they leave the company and IT eventually turns their email completely off? Would we lose that email history in Pipedrive, too? Thanks!
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Linking email chains to multiple deals
Our team would find it very helpful if we could link email chains to multiple deals simultaneously — particularly to multiple deals associated with a particular organization
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Crear subcarpetas para organizar el correo electrónico
Buenos días, Salvo error, sólo veo que con los correos se puedan archivar o eliminar. ¿hay alguna forma de crear subcarpetas para poder tenerlos organizados? Muchas gracias. Ricardo N.
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Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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Colleagues Emails send from my email box (EN/FR)
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…
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Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Group E-mail-100 At a Time
Hello PD Community! Does anyone know if you can upload your own e-mail template to be used on Group E-mail marketing (100 contacts at a time)? Or can you only use the 5 templates provided in the system that do not come with tracking or html? Thank you, Jessalyn
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Multi email programme preview
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
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Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
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Linked Emails Should be Made Public
We have some users who have their default email sync setting as Private. When they link an email to a record in Pipedrive, but forget to ALSO mark it as Shared, no one can see it. They don't know they have to do this. It is an extra step for them. Pipedrive should offer a way to set it so that all Linked emails get Shared…
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How to edit email Templates?
I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…