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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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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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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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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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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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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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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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Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
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More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
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Email inbox: move to next message instead of back to list when archiving/deleting a message
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
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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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Can individual email recipients opt-out (not campaign)
Hello, I'm sending individual emails to deal contacts, not using a campaign or group send. Is there a way to add an "unsubscribe" link that would reflect the 'do not contact' status in the deal or contact? Or set it automatically to 'lost'? thanks
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Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
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Why do emails sent out separately show exactly same time for recipients opening them
I sent out 7 separate emails this morning to 7 different clients. At 12.07 precisely they all opened their emails (4 had opened earlier) which cannot be true. Anyone found this happening?
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Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
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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.
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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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Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
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[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
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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…
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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.
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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…
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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.
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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…
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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…
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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…
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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.
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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…
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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.