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AUTOMATIZEI OS EMAILS, MAS ELES NÃO SÃO ENVIADOS.
Olá pessoal, Estou com um probleminha que atrapalhou muito meu fluxo de cadência. Eu criei uma automação na qual sempre que um negócio é criado na primeira etapa um email é enviado automaticamente. Testei criando um negócio e deu muito certo. O email foi enviado na hora. Porém, quando adicionei 123 contatos nenhum email…
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
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Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
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📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
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New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…
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Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
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Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
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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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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…