Email / Smart BCC

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…
Export of emails?
Is there any way I can export emails that are on a company record? I have managed to export notes and activities relating to certain companies but cannot see any way to export the emails.
Email sync not working again w/Exchange services
We have been using PD for about 3 years. We were constantly having email sync issues on our account and out of shear frustration I upgraded to Enterprise because that was the only way to get a live person on the phone. Nothing has changed, we spend so many man/woman hours on troubleshooting in a "rinse and repeat" cycle…
Why can't I change the email sharing settings on a specific email from within org/deal/contact?
I rarely use the Pipedrive email application/widget ('Mail') as my primary inbox to read/write emails, but I DO spend a significant amount of time in organizations and deals (and even send emails natively within Pipedrive from the organization page). It’s very important that I can read not only my own emails attached to a…
Different deals with same customer email synch
Hi Pipedrivers, if I have had a deal with a customer in the past on Pipedrive and I have to open a new one, all the old emails related to the past project are also synchronized on the new. Is there any way to differentiate them? Thanks in advance!
WFA and signature
Dear Community, It seems like, after I set up an standatized signature, it will only be attached to my mails when I draft them myself. E-mails that are being send out by a WFA have no signature. Is this ment to be like this? My plan ist to set up WFAs which can be triggered by the whole team, sending out standartized mails…
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…
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!
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.
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…
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…
Looking for smart solutions for using shared sales email inbox with Pipedrive.
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?
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…
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?
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!!
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.
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…
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…
Identify and hide duplicate emails in deals
I've recently noticed that there are instances where the same email is being duplicated several times in a single deal. This is either due to different team members linking the same email, or my own account tagging the deal in multiple ways (i.e. via smart bcc, email sync etc.). Is it not possible to identify where these…
Group follow-up emailing in same thread
Hi All, It would be great to have a feature that allowed you to send group follow-up emails in the same thread.
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…
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…
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…
Why is the mail history visible in every mail?
Why cant you collapse the history like in every other mailing software? Conversations end up looking like this and worse, why do you have to show this in very single mail in a conversation? Just collapse it.
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…
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…
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.
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…
add contacts automatically from incoming mail
Is it possible to automatically add contacts from incoming mail?

Email / Smart BCC

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