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Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
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Is anyone else getting multiple drafts generated for each email?
When I send emails, I am suddenly getting drafts generated for each letter that I type into my subject line. The example below shows two such drafts. Sometimes I am getting four or more. Is it just me? It's really annoying.
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Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
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✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
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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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Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
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How to insert more fields in email templates
With the following command, you can add more fields than offered by default when editing an email template (I have found those for a deal) (I was originally trying to add products of a deal as a field in an email but failed) : const fieldsToTest = [ { key: "org_name", label: "Organization Name" }, { key: "title", label:…
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How can I set my company brand colors and logo?
I don’t want to have to do it all over again for every email and document. I have seen this question elsewhere but zero answers. Is this something that is not a feature? It’s pretty standard on other platforms.
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Company Branding for email templates
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
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Activate Emailsending by using Activities
Hey :) It would be helpful to activate Mailsending by using an Activity via workflow.
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Make Emails Private Per Person in Addition to Per Email Account
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them. Is there a way to mark all emails sent to a specific person as private? Another example might be that I…
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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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i want to do a mass email-how do i do it in Pipedrive?
i want to do a mass email-how do i do it in Pipedrive?
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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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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Visibility for scheduled emails
I'd love for other users to be able to see my scheduled emails. I often work with others on the same deals, and they need to be able to see when an email is scheduled. Thanks!
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Sync deleted emails
We would love to be able to delete emails in Pipedrive and have the emails also be deleted in our Outlook. This would be more efficient rather than having to do it twice. We really enjoy that our emails are synced, however, this would elevate it even further.
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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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Wrong Translation in Korean: 'Archived' in sales inbox
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm reporting another Korean translation mistake. How to reproduce: Visit https://app.pipedrive.com/mail/archive to see the archived emails. What you expect to see: The left menus show it's an archived mail box. What you saw instead: The Korean…
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Send email as High Priority
Hi, In outlook and other email clients it is possible to send email with a high priority flag. I couldn't find that option in Pipedrive, so would like to know whether it is available and hidden behind a setting or PD does not support this. Thanks, Paulo
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Is it possible to send emails from someone else's sender address in my business unit?
As a group of consultants we use Pipedrive as our CRM and Sales tool. As a marketing manager, I would like to set up a campaign in which I use the consultants linked email accounts to send emails in their name and with their sender address to contacts assigned to them. How can I set this up? In the automations tool I can…
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AI-Powered Auto-Tagging for Emails in Pipedrive
An AI-based auto-tagging feature could transform email management in Pipedrive. Users should be able to define specific tags that are automatically applied based on: The content of the email (e.g., keywords or topics). 2. The sender’s email address or specific domains. 3. Custom criteria fields to allow flexible tagging…
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OPTION TO CC ON BULK EMAILS
Currently when I do a bulk email, I can't cc my sales rep on the email, how can we make that possible? How can the support team help me get this feature I need? Pipedrive has built a great system with many complex features, this request is a small ask and something that can be easily done, please go back to your support…
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Linked Emails Need a Visual Cue that they are Linked
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
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Find and suggest e-mail address for Pipedrive users
When you send emails to prospects and clients you often want to CC a Pipedrive colleague. When you start typing emails addresses you just get suggestions from Conctact/Persons but NOT PD users, you have to type the whole email address manually. Suggestion: include PD users in the list for email suggestion addresses when…
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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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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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How do I mass-download emails from PD that are in my Deals?
Or linked to specific Contacts…is there ANY way to mass-download emails from PD into an Excel? If not, is there a workaround, say, to export all the emails to another CRM, and then download them that way?
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Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
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Build dynamic url in email templates
I've seen that this is an old issue/ feature request back to 2021. Is it really true that this hasn't been fixed yet ? I need to create a dynamic url that point to a form, the dynamic fields should have name etc. included. I can create the url in the email template and i looks fine in the email…