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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Email Reading Pane
Hi , in Outlook there is a feature called "reading pane" which allows you to see the content in an email without opening it - is there an option like that in PD? also, is it possible when you do open an email , for it to pop out or at least open in a new tab?
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Advanced Email Search
I am sorry but whatever PD tried to launch today was so awful it made me question two things Has a PD competitor compromised their dev team are they in charge of what is being launched to the community How can you replace a search email feature with a label feature that you need to go into each email individually and only…
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Unsynch/Bulk Delete Mail from Pipedrive Inbox
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
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Send Email Attachments to Google Drive
Hi, Our business focuses on creating custom designs based on the inspiration customers send to us. So this often leads to lots of attachments. We want to be able to send these attachments to a specific folder, unique to each customer. The way we have set this up is that each customer (once they've converted) gets a unique…
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Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
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Delete/reassign an email associated to a deal sent by other user
I want to delete/reassign an email associated to a specific deal erroneously sent by someone else no longer working at the company. Is there anyway this can be done at the moment?
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Can I send an email-template/email with deal info where the to: address is not the person?
Hi there! I have two clients with a similar request. Hope that there is a work around, otherwise, @pipedrive requesting a feature update, please. Use case: When sales agent is ready, send a template email with a deal's printing requests (custom fields) to the printing team. Currently when you change the to address it…
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Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
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Antispam filter?
Hi, How are people blocking spam emails getting into pipedrive? We get a lot of spam emails to our systems so I'm trying to work out if any plugin can kill it. Otherwise we have to go up to the server level. Damian
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Jotform integration after the fact
HI, I did a Jotfrom campaign on the weekend and now trying to integrate the results into pipedrive in post. No luck so far though I think I've set up the integration correctly. Also have tried to sync with gmail to at least collect the data that way but only 3 emails copied over. ( I tried to sync the whole past month!). I…
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Inactivate Email Automation:
When sending out bulk emails (or one by one, for that matter), it seems there should be an easy way for Pipedrive to know when bouncebacks come in, and to be able to update a contact's email to reflect that A: they are out of office, or B: it's undeliverable permanently, especially if they don't work there anymore. Anyone…
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Link emails manually from organisation/deal/person
Emails are still the issue in pipedrive. When you automatically sync your gmail, it happens, that they are sometimes assigned to the wrong person/organisation/deal - especially if you send emails with the same subject and add someone from your company as cc - pipedrive this consider as the same thread. It would be nice to…
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Participants on emails?
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
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Could not save draft.
Hi! While typing emails a 'could not save draft' notification keeps popping up every few seconds, does anyone know how to turn the notification off? Many thanks!
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Flagging/Labeling of emails
It would be great if you could flag or label emails. If you communicate a lot with your customer, it is really hard to find the important information in the deal history, especially if you search in deals from colleagues. I can find my own mail in GMail, but if I don't have access to the mailbox, it's almost impossible to…
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Email Signatures with Automation
When I have automation set up to send off an email, it is not including the email signature. Is there a way to include it (each sales agent has their own signature and any of them can trigger the automation) or do I need to set a general business signature to include within the template instead?
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Email sync outlook problem
Any other have problems with email sync for outlook? I have had the issue for a week now. They fix it, and the issue come bak agein and agein?
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When sending an email to multiple contacts, would it be interesting to know which contact opened the
When sending an email to multiple contacts, would it be interesting to know which contact opened the email? At the moment you can only know if "someone" has opened the email. The only way to know the person is to send mail one to one.
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SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
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How do I send emails to 40,000+ Group?
I have a large email list i've collected of warm leads, I've uploaded all of them but cant bulk email all 40,000 due to a limit of 100 per bulk email. How do i quickly send these emails out in groups of 100 each day with my template without having to manually click 100 boxes each time? How can i track ones I've already…
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When I am in a Deal or Contact, can I search only those emails linked to it?
When I am viewing a Deal or Contact, I can see all the linked emails I have sent to them, but is there a way for me to quickly search only these emails for keywords, attachments, names, etc? I know there is a section in Pipedrive where I can search all emails, but often times I am just wanting to check really quickly if…
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How to connect your Gmail or Outlook to Pipedrive
If you're using Pipedrive and haven't connected your Gmail or Outlook account yet, you're missing out on a huge time-saving feature! Here's a video sharing how to connect your email and some tips for saving time on your follow-ups. NOTE: This feature does require the Advanced subscription. If you're on Essential,…
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Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
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It is possible to sync two email accounts?
Hi, I'm a newbie of Pipedrive and I whish to have into email section both my company account and info@mysompany.com account. I have configured both (they are on Office 365) but it seems to me that I can have only one active connection synced. Is this something plan related or is a platform constrain? Thank for you help
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Emails sent via Pipedrive not arriving at recipient
Hi Pipedrivers. We have synced Pipedrive with our Outlook email accounts and prefer to use Pipedrive to send emails to our deals. However, we have noticed that on some occasions emails sent via Pipedrive don't seem to arrive. If we send the email directly via Outlook, they do arrive. This has been happening on random…
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mass delete to reduce email inbox?
If my goal is to speed up the email search time within Pipedrive by reducing the size of the almost 300,000 communications in inbox from the email account with 2-way sync with Outlook to Pipedrive, BUT I do not want to delete any emails associated with deals or contacts AND do not want to delete any emails on Outlook…
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Which email providers work best with Pipedrive?
My company currently uses Zoho and we integrate our email into Pipedrive through the IMAP protocol. Syncing is flakey and we currently have a sync downtime of 29 hours with no resolution on the horizon. I need another solution. Obviously there is Google and Microsoft integrations. They would be the last I would use for…