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emails synchronisation in Deals
Hello Pipedrive community ! I can't manage to synchronise the emails for all the Deals I've created. To my great surprise, for some cases, all the emails are there, and for others (the vast majority), no email appears. I tried to compare all the files; all the information was entered identically for each case... And yet…
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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Support for meeting invitations in ICS format in Pipedrive mail?!
As web meetings are becoming more common in times like these, it is very annoying to not be able to see the date, time or be able to accept, decline in Pipedrive mail!
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Inbox Issue
I have recently logged an issue which is impacting our company. Unfortunately there does not seem to be a solution at present so I would like to highlight this feedback to you as it may well impact other users. We are a small company and use Pipedrive for our email communications. There are 2 of us who access the in box to…
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Emails stuck in the outbox
Hello, A lot of our emails get stuck in the outbox and we are obliged to manually refresh to send the email. This is time-consuming. Furthermore, we are unable to contact the support. When we click on the chatbot, nothing is getting launched. Has someone else experienced these issues? Best, Nathalie PS : We have not…
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Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
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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…