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New: Team Email Inbox
Hi community! We’re starting this week with an exciting update: following a successful beta testing period, the Team Inbox feature is rolling out to users on both the Power and Enterprise plans. This will be a gradual release with general availability expected by the end of June 2025. Setting up a Team Inbox is restricted…
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Admins need to be able to control Synced Emails Automatically Linking to Deals
In our experience in managing over 50 Users with Email Sync turned on, we have found that the Email Sync > General settings feature of "Automatic linking" does not work well enough, and links email chains to Deals that are unrelated to what the email is about. We provide guidance to all of our Users when they set up Email…
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Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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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…
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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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Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
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Does anyone know why the mail synchronization with pipedrive is unstable?
My team member's mailbox is sometimes missing certain emails and stops syncing.
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Threading/link email to specific DEAL
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
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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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Shortcuts that we need desperately!
Shift-click to select multiple items (Activities, Leads) CTRL+Enter and CMD+Enter to submit/save (Send Email, Save New Activity, Add Deal, etc.) Type date and time freeform rather than having to click the calendar then type time
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How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
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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.
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Sender of automated emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
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Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
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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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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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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
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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…
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Where could the email I have sent be because I can not see it in the deal?
I have lost an email that I sent where can I check deleted emails or anything else to find it?
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Bulk Editing Should be Decoupled from Group Emailing
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
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Sales Inbox - User Interface Options
Hi Pipedrive! I've been excited about using the sales inbox as my main email platform. It will help us in so many ways. However, I am having a hard time making the switch from gmail, and one of the main issues is the visual interface. The Pipedrive email interface is a bit overwhelming for a couple of reasons. I cannot…
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Email synchr
I setup the email. However, a few concerns for us 1/ The synch setup ask for folders to be synch. OK, but I have literally a hundreds of folders but if I want to selectively sync just the INBOX of all users to PipeDrive; it will take me the best part of the day to untick each folder. Is there or is there a function to…
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Sales Inbox Issues continue with Gmail users
Hello, We continue to find Pipedrive to be the worst sales experience we have had in our 50 years of business. Here are 3 of our biggest pains (we use Gmail) - has anyone had any success in fixing their gmail/email/sales-inbox issues?: 1. in Sales Inbox, when sending an email… we type in the recipient of the email and the…
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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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Seperate Emails with Different Subjects Being Merged
Seems like others have had this problem and it was never addressed: https://community.pipedrive.com/discussion/11699/separate-email-conversations-being-merged-together I change the subject line in gmail so that it will create a new conversation thread in pipedrive and it still connects it to the old thread. I think it must…
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Pipedrive Email Inbox - Blank/empty meeting replies
Hi, I'm trying to force myself to use integrated Pipedrive email client, but there are a lot of things which make it very difficult. One small example is that when I sent out an invite for a meeting, replies [ Accepted/Declined/Tentative] in Pipedrive do not show the attendance [ Accepted/Declined/Tentative ], compared to…
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CTRL + Enter sends an email
That's it. Just like Gmail.
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Yet another request for Cmd/Ctrl+Enter
Please either make Ctrl+Enter a universal way to save your note, send your e-mail, save your activity, etc—Or add a toggle to enable this in the settings. Pipedrive is amazing. It has already saved me so much time and effort with organizing contacts. This simple implementation would really take it to the next level, and…
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Emails in timeline deleted when email address is changed / deleted
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…