Email / Smart BCC

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…
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.
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.
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.
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…
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!
E-Mail Synchronisierung gesendeter Emails von Pipedrive nach Outlook
Hallo zusammen, kann mir einer sicher sagen, ob die Email-Synchronisierung gesendeter Nachrichten sicher auch von Pipedrive zurück nach Outlook funktioniert? Also ich sende eine Nachricht aus Pipedrive heraus und habe diese dann auch wieder in Outlook in den gesendeten Objekten. Vielen Dank, Uwe
In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
Planning on switching email providers in 2022? Here’s our quick guide...
Moving to a new email client can solve many problems for your business, like upgrading security and unifying tools in your tech stack. However, the larger and more complex your organization, the more components to consider in the move. Here are the key questions to ask before migrating your email: * Does your current…
How to send e-mails in a bulk...
Hey pipedrive friends! i´ve been looking for the masive e-mail function, i want to seen 30 to 50 e-mails in only one action, anyone knows, how to?
Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
Unsubscribe link for emails out of Pipedrive
For GDPR reasons, I am looking for a functionality that automatically adds an unsubscribe link to any email we send for inbound & outbound sales. Is this available within Pipedrive? If yes, how can I set this up? If not, could this be a feature that will be build in the future?
massimiliano Ferranti
Can I configure multiple Email accounts?
Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
How to delete all emails
Hello, I have unsynced my mailbox and would like to delete all 4000 or so emails in my Pipedrive account and sync with a different mailbox. Is there a way to select all? I currently only see a way to select 50 at a time ("select all") and to keep scrolling down, but that will take forever. Much appreciated. Martin
Mass email delete / or with a specific reference in the email
Hi community, Is there any way to delete all attached emails in pipedrive or even better to delete the emails with a specific wording in the email? I have very old school emails in my pipedrive and I want to share now my account with colleagues. many thanks S
Syncing emails to deals
Hi there, At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal…
Email visibility before deal creation
I want to be able to see email communications with a customer within a deal page that have taken place before the deal was created. Is this possible?
Deal Workflows - No pre populated first name option available
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains…
Automatic appending emails to deals/organisations and change of company/email address - what happens
Hi there, I have a person, that worked in company A - so all the communication is linked to company A and the deal, where is the person as a deal person. A person has changed to company B. What happens with the communication linked to the previous deals and organizations as well as past email? Martin
Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.
Inbox
Why is the wrong email address not displayed in the sent emails that are returned by the server and enter Pipedrive's Inbox? It is a serious problem when many emails are sent as you cannot distinguish which ones are incorrect.
Feature request: Turning off tracking for certain email recipients
We send emails to prospects/clients with multiple people in CC (usually their colleagues), but we only want to track the opens/clicks of the person whose email is in the deal. Ideally, I'd love to be able to send an email to Person A (whose email is linked in the deal), with his two colleagues in cc, but only choose to…
Privacy Settings for Email Sync
Hi there, When we do an email sync, Pipedrive lets us select the following though they are optional: Question 1: Must we select the 3 options above? If we don't, what features will we not be able to access? Which options do you suggest we select? Question 2: For checkbox 3 "Read, compose, and send emails from your Gmail…
What about the household contacts? MULTIPLE MAIN EMAIL CONTACTS NECESSARY!
Alissa here from Sun Badger Solar. We use PD extensively for our CRM and have been able to nurture thousands of customers going solar with us! Main concern: When a customer has a wife/husband/partner they'd like emailed as well for the deal, PD currently only allows 1 main email contact for a deal. This has come up over 10…
Exporting Leads
I would like to export my Leads into an Excel worksheet. By doing that, I would have the ability to send email campaigns and get our information out to leads.
e-mail will not sync.
How do i reconnect? The reconnect button just takes you to the Email sync page, but no options on that page top do anything about reconnecting
New: Schedule Emails to be Sent Later (BETA) 📤 ⏱️
Why? * This highly requested feature allows you to schedule the best time to send your emails * You can now have a timestamp in your emails that fits traditionally accepted working hours (depending on target recipient). * Reach your customers at the optimal time for higher chances of it being noticed. When? Out now across…
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as done" the email activity manually. Is it possible that the email activity would mark itself as done, as soon as the email is sent to that lead?

Email / Smart BCC

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