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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…
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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…
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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.
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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
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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…
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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?
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Huomio kaikki email-synkronoinnin käyttäjät!
Hei! Erittäin tärkeä asia huomata sähköpostien synkronoinnin kanssa: 1. Tarkasta, että teidän Pipedriveen ei ole lisätty teidän omia työntekijöitä sähköpostiosoitteineen henkilöiksi (person). Mikäli näin on käynyt, kyseisen henkilön sinne kuulumattomia sähköposteja voi näkyä tämän henkilön tiedoissa kuten kuvassa on käynyt…
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Anyone know how to fix the email integration properly?
As a salesperson pipedrive is a good tool that's easy to use. The email integration is so unreliable, does anyone else find this? Yesterday - working fine. Today - only importing internal emails. My colleague sat next to me - working fine. I've not changed anything on my PC. All I get from Pipedrive is clear my cookies…
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Sync Outlook/office.com email/calendar/contacts based on Category
Had a nice chat with support about this, and they promised to take this to the product team, but also posting here to gain support/priority. The feature I really miss in Pipedrive’s integration with Outlook, is the ability to only synchronize/track emails/calendar entries/contacts assigned a specific category. You can set…
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Sending an email duplicates the 'cc'd sendees
Everytime I send an email and have a contact cc'd, the sent email add those same contacts to the send line, and has them cc'd as well. I have no automation, no smart bcc. Any help will be appreciated. Thanks!
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Removing Synced Email
New user. I started to sync an outlook address. In the process I realized I need to make some new folders in outlook and resync the information. Is there a way to delete all the previously synced information and resync the outlook account?
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Turn OFF Automatic Email Linking to Deals
We are facing a problem. When some of our users turn on Email Sync, they forget to NOT select automatic email linking to Deals. Then Pipedrive links all their email history to Deals, making incorrect connections, and most concerning-- creating new People and Organizations for these Emails. This is a big problem as it is…
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How could we better the mail deliverability score ?
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E-mail sync, how to work around the lack of folders within pipedrive
I'm a quite new user of pd, and just figured out that there is no possibility to organize my pd inbox with different folders. My question to this forum is how do you more experienced users work around that issue? I'd prefer to only work in one inbox instead of keeping both pd and my outlook organized. Regards, Lars
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Sending email sequences within Pipedrive
Hello, I would like to know if Pipedrive has any approach within its roadmap to incorporate the functionality of generating the sending of a sequence of automated emails or if there is a workaround on this topic. Thanks. Edgar
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Why can my work email, linked to outlook not work via my phone.
I run various agents via my pipe drive account. The ability to respond from my outlook account via my phone would save me around 16 hours per week. Any help?
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Problem with email sync creating duplicates and incorrect contact records
I have been trying for over 2 weeks to get an answer from Pipedrive about the way it creates duplicates and other aspects of contact sync. I have spent hours culling and deleting duplicates and incorrect contacts created from variations of email addresses. BobSmith@... when it should be RobertSmith@. Other variation of…
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"send delayed emails", funkcia je už nasadená do BETA verzie.
Zdravím všetkých, možno to niektorí poznáte, keď sa Vám práca pretiahne do večerných hodín alebo víkendu, potrebujete vybaviť emaily, ale zároveň nechcete v týchto časoch spamovať schránky kolegov/klientov. Pre tieto prípady existuje skvelá funkcia "send later/poslať neskôr", ktorá je široko dostupná v Gmail aj vo väčšine…
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Link and open tracking directly thru emails sent from Gmail
Is it possible to send emails directly from Gmail and enable link and open tracking from there instead of sending emails from Pipedrive with an extension? I know that Hubspot has this feature.
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"Ignored" contacts
I would like to set some Contacts in Pipedrive to be ignored in email sharing, so that any emails with them are not shared by default.
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Indicator to show which "Shared" emails are not really shared
Apparently, Pipedrive indicates emails are "Shared" when actually they are not when there is no Pipedrive contact in that email thread. I would like a better indicator for these "really" shared vs "not really" shared emails because it is misleading and makes me think all my non-pipeline-related emails are being shared by…
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Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
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Pipedrive Email Sync Issue
Our email sync has been constantly breaking the past few months. We use O365 and Proofpoint for Spam filter. Has anyone else been having issues? Does anyone have ways they have fixed this? Pipedrive support has just sucked at figuring this out so looking for some guidance.
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Feature request: option to only sync email for existing contacts
In my ideal setup, only email for existing contacts would be sync'd into Pipedrive. As it is I end up setting up a horribly long filter list to avoid newsletters, system emails, internal-only emails, partner/supplier emails, etc getting pulled into Pipedrive. In this kind of scenario, my workflow would look like this: (a)…
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Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
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I can't seem to find this function so maybe someone here can point me to it if it exists. I have a v
I can't seem to find this function so maybe someone here can point me to it if it exists. I have a very small sales team and I need to forward them leads coming in from our www contact form. I was thinking if there's a way for me to forward/BCC the email to my sales rep in a way that would automatically create a sales…
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Impossible to filter with tags ?
Hello, I have created a Pipedrive tags and have been adding them to all the emails I want to synchronize. But it seems this doesn't work even though I choose the option when I synch. The only solution is to place the emails in specific folders. But I can't seem to be able to create a rule that says when pipedrive tag is…