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Smart BCC and gmail (Google workspace) transfert
Hi, My mail domain is provided by Google. I tried to setup some filters to transfer email to my smart bcc address. To do this, I tried to add my bcc address to transfer list is gmail --> gmail send a verification code from address 'forwarding-noreply@google.com' I tried to add 'forwarding-noreply@google.com' to allowed…
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Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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Select all subfolders in email sync
My email folders structure is pretty neat, it would be nice to be able to choose all the items (subfolders) under a folder at once rather than having to choose them individually.
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Email integration
Good morning there have been multiple posts about email integration with Pipedrive. I currently use Outlook and I have to have two windows open when managing email and entering into Pipedrive. Is this something that’s being considered? I drove has so much functionality but this seems like a basic issue. Would love to know…
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Contacts that have left - email history
I want to archive or delete contacts that have since left their organisation but I want to retain the email or other (notes etc) history. Using a label (like "LEFT") is not great and the only way to see the person status on the organisation page would to do something like rename them "Jane Doe LEFT" - neither are very…
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Looking for smart solutions for using shared sales email inbox with Pipedrive.
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Is there a way for Admins to see emails from salespeople to contacts that they are not included in?
We are finding that multiple people are talking to the same contact without knowing. Is there a way for admins to be able to track or see emails between contacts and salespeople?
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Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
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Merged: Improve synchronization between the mailbox and Pipedrive
This discussion has been merged.
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Notification on synced emails
Hi, There is some email addresses which are synced with my pipedrive. I need t be notify about any changes on the email thread (send & receive). unfortunately it is not possible unless I go to the deal and see the detail. is there any way to be notify about that changes?
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Syncing Recurring Meetings
I use Outlook and just installed Pipedrive. I do not seem able to sync recurring meetings. Can I get some guidance on how this is done? Thanks!!
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Email domain change for an entire organisation
Is there an easy way to make mass changes to an organisations email address, and all of the contacts within that organisation? A client has gone through a merger, and I was hoping there would be a simple way without downloading, editing in excel, and then re-uploading.
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Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
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Meeting Schedule Invitations
Hi, We have prepared an availability calendar so customers may schedule meetings from our website. Although we synchronized emails and calendars with Pipedrive, it still sends an invitation. This way our customers receive 2 invitations: one from our calendar and another from Pipedrive. How can we cancel the email…
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Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
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Can Pipedrive Sync 3rd Party App Campaigns
Example Workflow Steps: * Cold email via, for example, Woodpecker or Lemlist * For opened emails send LinkedIn connection invite via Dux Soup * For connection accepts send email with Loom video * etc. The challenge is moving seamlessly between platforms based on activities in those independent platforms. Would pipedrive be…
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Option to link smart bcc emails to WON deals automatically
We use a third party for support emails and have setup Pipedrive's smart bcc email sync feature so that all emails we send from our support team will link to their respective deals in Pipedrive. However, as soon as a deal is won, emails from our support email stop linking to the Pipedrive deal. I understand that this is…
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Separation of Internal and External Emails (emails with Customers vs emails with the Team)
I know this would be complicated to implement, but it would be helpful if there were 2 email timelines - the ones with the customer and those with the team internally. Right now we restrict linking emails to deals, to only the ones sent to the customer. This would really help in the approach of giving focus to the…
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WARNING TO ALL USERS USING PIPEDRIVE TO SEND EMAIL
We work in email and after testing emails sent from Pipedrive, they regularly junk! We tested the same emails native from Outlook and they all delivered. It appears if you use Pipedrive to send emails, they are put in a low priority pool. This affected many people getting emails proposals from us and more and has no doubt…
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How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
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Pipedrive not sending emails
Hey Pipedrivers! Does anyone have tips for Pipedrive Email not appearing in the sent mail. I type out an email and then hit send. The screen goes back to as if I didn't type the email. I check the sent mail in pipedrive and nothing appears. Refresh once, then again, then again and still nothing. I check my gmail sent box…
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add contacts automatically from incoming mail
Is it possible to automatically add contacts from incoming mail?
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Let me assign multiple emails to a deal at once
Oftentimes, I want to assign multiple emails to the same deal. However there is no easy way to do so. What I'd love to be able to do is: Once I select more than an email (1), an "Assign To" button (or "Associate", or anything like that) would appear (2) and let me pick a deal to associate to the selected emails:
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Email search
Hi Pipedrive team, I would like to search for all contacts that have received a certain email (subject line known, creator and date known). I was hoping to be able to search via the activity type email and would see all published emails that have been synced to PD. But this search seems only to include actual activities…
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Deleting a previous Email Sync
Up until 0730 hours on 05/26/2022, my EmailSync was functioning with expected behavior. Then, it just stopped syncing. I changed nothing. I went through this b.s. in late 2021, costing me hours and hours of engaging email I'd already dealt with, sometimes years before. I was advised at the time the issue, while same email…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…