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Workflow to send auto email to customer when Lead is created - Email won't link to the Lead
We have created a workflow to send an automatic email to the Lead contact person when the lead is created, only if there has not been any verbal communication yet. However, I can't figure out a way to have that email automatically sync to show up in the Leads page. It doesn't even show up on that contact or the…
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Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
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Delete e-mail history within leads/contacs
Hi there! I've made an lead import from Close.io to Pipedrive through an API. That process brought everything, including the e-mail exchanges with leads. Is there a way to somehow delete only the email history in bulks of all these leads/deals/contacts? Thank you very much
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Team Inbox for generic email addresses ?
Hello, We are currently using Freshsales for our CRM and actively looking into moving to another CRM. Pipedrive is a major contender. We are a small company and a lot of our customer correspondence goes to generic email addresses like contact@company.com. Question to Pipedrive team * How would be go about setting this in…
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Track opens emails + clicks + reply and web visitors
Hello, I'm looking for a way to add points per action. I'm sending emails through Pipedrive. I would like to add points when a lead opens, replies or clicks. Is it possible to track that with Pipedrive. I can use Make (ex-integromat) to do. Also I use Web visitors, it is possible to track this part with Make? Thank you for…
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Sending email from different email addresses
Hi, I have three separate email addresses linked to my Outlook mailbox and I would like to send marketing and sales emails from different emails. However I cannot figure out how as PD only syncs with the main mailbox and I cannot find a way to sent out emails from the other ones. Is this really not possible or is there…
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In Insights, email/meeting/call tracking needs to be able to filter for only emails associated with
Tracking emails/meetings/calls in Insights would be very useful, but it also tracks internal emails. If it could track emails only associated with contacts or deals, the feature would be useful, but right now it's far too inaccurate.
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GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
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Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
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Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
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Tying multiple contacts on deals to deal items
Hi there! I've run into an issue where I have multiple contacts on deals and I'm only able to add one person to a deal. This is especially problematic with the email integration, I'm having to manually add emails to deals every time I talk to someone who's not the singular person I've added to the deal. For example, I…
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Email Sync: all emails or manual link?
We use Email Sync to keep track of what our sales reps communicate with prospects. However, we either: * Sync and link every email to deals and leads* This gives a complete picture, but a lot of noise with emails that are not relevant (i.e. can you resend this file, or I need to reschedule our meeting) * Link individual…
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Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
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Problem z Email
Dobry wieczór, czy mogę prosić o pomoc w kwestii maili w Pipedrive, dlaczego jedne maile wiążą się automatycznie z klientem, a niektóre adresy mailowe nie chcą powiązać się z klientem ? Miłego wieczoru
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Technical support & advice: My email getting so many "opens". True or something else?
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
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Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
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Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
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Split screen
Hi folks! I I put a huge amount of work into setting up Pipedrive only to find when I start using it live that the email interface seems crude and unworkable. Gmail and Mac Mail and Outlook havr had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the…
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Automated email not showing up in contacts done timeline
Hi all, I hope you guys can help me out. My company sends automatic emails when we add a contact. The contact does receive the email, but the sent email is not showing up in the contact's done timeline. What is going wrong here? Thanx in advance, Rico.
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Email signature images continue to attach to contacts
Is there a way to stop email signature images from repeatedly attaching themselves to our contacts in pipedrive? This happen to much
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A major flaw on email management related to Deal that should not be reproduced for project managemen
in Pipedrive Mail, when one user (the main addressee) of an email link an email to a Deal, that link does not appear in the Inbox of another user that also received this email but in CC. I have turned Pipedrive into a Project manager and found many ways to use it efficiently as it (not as a sales tool for me) but couldn't…
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Unsuscription of email campaigns
Hi, it´s possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.
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Gmail account disabled
@Inês Batata I sent emails to a database of around 300 contacts and gmail disabled my account. Can I not send that many emails from Pipedrive?
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Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
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workflow emails - send with outlook instead?
Is it possible to have outlook send my automated emails instead of Pipedrive? I switched my "send email links" to outlook and it works well, but I would love to automate my emails with workflows but I cannot due to limitations in Pipedrive's email. My company is very specific about fonts used, buttons (links), logos and…
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Email: resending emails
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
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Sync all klenty contacts
Is it possible to sync all Klenty contacts as well as past activity to Pipedrive? I'm using Pipedrive for follow up and having this readily available would be a huge help. The same is also true for tracking web visitors. Thanks, Tagging @Vengat Krishnaraj for help.
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Extra column/indication at the Email View
At the "Email Sync" Section we have chosen one Label. Emails with this label appeared correctly at the Email View. Can we have an extra column/indication at the Email View for that label. It will be very helpful to have a label indication for each email.
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Comprobante de lectura y tracking de links en emails.
Actualmente Pipedrive no permite que veamos los comprobantes de lectura de los mensajes de mail que nos han compartido otros miembros del equipo. Soy consciente de que la privacidad prima sobre todo, pero ¿no debería marketing, como mínimo, podem compartir comprobantes de lectura si es un usuario más que utiliza el CRM y…
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How do I link a previously sent email (through Outlook - synced in Pipedrive) to a new deal?
Hi, I've sent an email through Outlook (Synced to Pipedrive) to a prospect. I've subsequently created a new deal for this prospect and am looking to link the previous email to the record. Possibly a beginner miss but can't find the right instructions anywhere. Any help is appreciated!