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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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✉️ 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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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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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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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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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…
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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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'From' Address Used in Thread Instead of Primary Email
I’ve noticed an issue with how Pipedrive selects the “From” address when composing or replying to emails: Current behavior: Pipedrive always defaults to my primary email address. Expected behavior: When I reply within an existing thread, Pipedrive should automatically use the same address that was previously used in that…
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Please can we make email signatures appear correctly in mobile app?
Hi guys, Hope everyone is well 😁 I have recently come across a bug(?) in the mobile app. When sending a reply to an email, it opens up the phone's email system to create and send the reply (in my case, Iphone - Apple mail). However, unlike on the web app or desktop version, the email signature appears at the bottom of the…
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Can viewing an email that is synced to PD by another user increase the open count?
If a Pipedrive user sends an email with tracking turned on to a single recipient (from Pipedrive) and it is synced to Pipedrive, when other PD users view the email does it increment the open count?
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Boost Your Email Efficiency with Pipedrive Email Templates!
Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough. Why templates? Save time, ensure consistency, and personalise effortlessly! Quick Steps: Start a new email (ideally from a deal). Go…
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New: Multiple email signatures 📨
Hey Pipedrivers! We’ve heard your feedback, and this often-requested feature is here: you can now effortlessly create and select multiple email signatures per email account to enhance your efficiency and personalization of emails. This feature is gradually deploying to all users on the Advanced plan and above, with general…
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Email Placeholders In Links
It would be nice to allow the Email Placeholder code to work in links for templates. Below is a sample of what we are trying to do: <a href="https://video.HIDDEN.com/{{email_address}}><img alt="" src="https://video.HIDDEN.com/media/gif/67eff6306c6032d20937c32f/{{email_address}}.gif" width="480" height="auto" /></a> We use…
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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E-Mail Tempaltes - Formatting and Options
Hello everyone, I am trying to find more information about the options that can be used when creating e-mail templates. I need a few things related to formatting and also need the ability to send fields that are blank instead of showing as error every time.
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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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Adding new user with Macmail
Trying to add a new user but when he tries to email from a deal the system tries to connect him via Microsoft not via Mac Mail
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Merge Tag Field is blank for first name when sending campaigns
When programming campaign email templates and using the merge tag field, first name doesn't populate when sending. It shows up as blank on delivery. I know it doesn't show up when sending a test, but I tried sending the campaign to a gmail account and it doesn't populate. The first name is available in the contact. How can…