-
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?
-
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
-
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…
-
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…
-
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…
-
How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
-
What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
-
Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
-
Sync with all email addresses of a person (and emails of an organisation as well)
It would help a lot if all email addresses of one person would be synced and not just the first one. And if you add an email field to an organisation ("General Email address" - like an info@pipedrive.com), it should be synced as well (to the organisation of course).
-
Question: Can you attach an email to a lead? I am emailing leads from the lead page and nothing is c
I am emailing leads from the lead page and nothing is captured. I would like to track emails sent to leads and how many emails it takes to either qualify/unqualify the lead.
-
How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
-
Is there a way to SCHEDULE a single email yet?
Is there a way to SCHEDULE a single email yet?
-
How to see all attachments from emails on mobile app
Desktop has a tab that will show you all files within a particular contacts or deals emails. Is this possible on mobile? Going through each email that shows a paper clip to check is exhaustive due to a lot of emails having signatures or pictures rather than actual attachments
-
Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
-
API endpoint to send emails (or a way to add pipedrives open mail tracking to outlook msg)
Hi, so here's the situation, Pipedrive's tab gets lost pretty quickly in my browser, but everytime I get an email, there's a big notification from outlook overlayed over everything, so autopilot kicks in, I click the notification and reply. Problem is, I would like to track some of those responses, it seems to me that 2…
-
Email distribution in Pipedrive email client
I am looking for a way to create an email distribution list in Pipedrive email client. I want to copy several members of my team on a email template and it is time consuming to copy the 5 emails addresses on each email. thanks
-
Chrome extension
Did you guys sunset your Chrome extension or was that built by a 3rd party? I swear there used to be a Chrome extension so you could see People/deal info directly in your gmail, and also one-click create new People/deals in Pipedrive right from an email. I can't find it anymore...
-
Send email on specific time and date.
It would be grate to be able to set a date and time for an email to be sent. sense we work late night all the time, we need to set sales email to reach in morning or afternoon times. one more thing, if you can show in the mobile app whether the email has been seen, just like the web application.
-
Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
-
Automation: trigger when email arrives.
With one my clients, I'm trying to solve this problem. This is the workflow: * when ad email arrives, the operator create manually contact and deal I want that: when second email arrives (from the same contact), I have to move the deal to another stage. I've created a workflow based on: * trigger = deal updated * condition…
-
Can anyone share experience of best way to setup Outlook email integration with selective sync?
Am new to pipedrive and realise the email privacy issue of complete sharing. Someone can add my personal email or another (non-pipedrive using) staff member and see all my emails. Too risky. So Pipedrive suggest use labels but i don't know how you use that effectively to isolate these emails from syncing - can anyone…
-
Multiple e-mails
I am a Business Development consultant and I will often have a separate e-mail related to a client that I'm working with. Namely an email in their company since I'm doing business development for them. I don't think there is a way to link those e-mails in my single user Pipedrive account and therefore track activity per…
-
Using emails with different URLs
We would like to upgrade our package to advanced to take advantage of the integrated email functions. Only spanner I foresee is that 3 of the team use the gsuite domain @360v.co.uk and another 3 use @360dental.co.uk Will this be an issue or can pipedrive handle this
-
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
-
Change Email integration from Outlook to Gmail
My current email is connected to Outlook account, but my company are used to work with Gmail. Now my client email sent to my Gmail account and not syncing to Pipedrive due to Email integration automatically connect to Outlook account. Please show me how to change this?
-
Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer
Emails in Pipedrive is quite the hassle for us. * Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do... * Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook. This presents a…
-
Emails do not always connect to the deal
Hi Pipedrivers! I see that sometimes emails do not automatically link to the deal, even though the contact email is the same. Could you tell me why that happens? How can I fix this? Thank you in advance!
-
Stopping Automated Sequence When a Prospect Responds
We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds. For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the…
-
Is Pipedrive unable to sync with ALL Exchange calendars?
Hi, We've just moved to PipeDrive. We have Exchange email accounts hosted by OVH (France). * Our email syncs with PD, no problem. * Our calendars don't sync. The Calendar Sync tool says Google/MS/Exchange accounts are supported, but when I click, I2m only prompted for Google/MS accounts (O365). Pipedrive does not prompt me…