-
Is there a way in pipedrive to throttle email campaigns so they are sent in batches?
This is a feature in mailchimp and helps mitigate spam filters.
-
Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
-
email templates have disappeared
I have been using pipedrive for several years. I went to send an email and my templates are no where to be found and I can't even add a subject line to what is coming up.
-
Need help with email templates
Hello. Not sure how this works but seeking help with a current issue. I have email templates created, my email is synced, but for some reason, today, I'm unable to link my templates to an email when I'm in an owner's profile. Is anyone else having the same issue, please let me know how to fix. I also realized I have no…
-
Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
-
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.
-
Bug report: one company's emails have suddenly started being synched in another company's lead
We created a lead for Company A. Emails were synchronising fine until a couple of weeks ago. Now, Company B's emails are synchronising into that lead. There's no related company connection. In our instance of Pipedrive, the 2 companies have IDs 3189 (Company A) and 4232 (Company B) The people have IDs 10635 (Company A) And…
-
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…
-
Email templates shared with team
We have multiple email templates tailored to different clients. However, not all sales teams need access to every template—each team should only see the templates relevant to them. Currently, email templates can only be set as either private or shared. It would be great if the “shared” option included an additional…
-
Send email with another address than "User's default account"
Hi everyone! I'm creating an automation like this: A person use our "Web Forms" to contact us from our website This create a new deal When deal created, I send an automatic email to the person Is it possible to use another email addess than the "user's default email account"? I'm the only user in Pipedrive and I want to…
-
Track email opens
Pipedrive is unable to select specific people within an email communication to track and identify who was the last person to open the email or link in a CC multi-person communication. I suggest in a future update to create this feature so that we can select the personas we want to track the opening of emails or links.
-
Batch link emails
Linking emails to projects or deals individually is annoying and a waste of time, especially if there's a clear pattern. I.e. search inbox by sender or email subject > clicking 20 times on every email = tedious. Doing the same, then selecting all, then linking them to a project / deal = saved a bunch of time. Similar to…
-
Make merge tags work when you send a test email so you can test the merge tags.
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
-
Feature request: Send test emails of any email template
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
-
Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
-
email tracking icon more distinctive
Please make the email tracking icon that shows an email was open more distinguishable from the not opened icon. I need to literally hover over it to tell them apart
-
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
-
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…
-
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…
-
Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
-
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.
-
MAIL > SORT/VIEW & CONVERSATION THREADING
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
-
Email Duplication
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
-
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),…
-
Email template deal (Required)
Hi all, I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?
-
Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
-
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…
-
Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
-
Detailed Opened Email Report
I am surprised that this does not exist… I need a report that I can use that will allow me to select an email title and provide me a detailed report of who has opened it and how many times. I must admit because of the pop ups I get with this info, the fact it's not available as a report was a little surprising. I was just…
-
SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.