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When sending e-mails from Pipedrive, do you ever run into the "We're sorry but PD can't send your em
When sending e-mails from Pipedrive, do you ever run into the "We're sorry but PD can't send your email at the moment" error message, only for Pipedrive to somehow sort itself out after 2-3 tries?
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Pipedrive shows 13.500 emails.
Any idea how to archive them (which is better then archiving them
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This little tip just saved me from punting Pipedrive.
If you are syncing your emails and frustrated by the noise in your inbox, then you were like me. The lack of custom filters defines frustration. Then Stacey in support showed me this feature that is probably not used enough. I took a course on gmail and was converted to a believer of inbox zero. Lots and lots of filters…
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Is it possible to create a deal out of every unique email address in my gmail inbox with Pipedrive o
Thankfully it's not a huge folder atm, but it would be nice to be able to get my deals organized quickly
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Email syncing doesn't work
Hey there PD Team! Anna from Pepper.pl here. I've had a problem with email syncing for a while now, it basically doesn't work - we tried to solve this internally, but didn't work. Could you help? Thanks!
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Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see: There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I…
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How do you format the text in the signature block? (my signature in footer)
feeHow do you format the text in the signature block? (my signature in footer) Why no WYSIWYG editor or am I missing it? Pipedrive is an awesome CRM so far. I am a newbie, but the interface is the best out there. Thank you for any input.
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Show email fields on hovering
Hi, in the email view, is/would be it possible to show the full name+email address of both From/To fields of the emails, when hovering on their first column ? It could be a useful tips, without the needs to open every email...
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❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…
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Problem with email synchronization
Hello everyone, I have already written to support, but they can't really help me, or maybe they don't take my problem seriously. My emails synchronize only very sporadically with our Exchange server. Again and again the connection breaks and I have to re-enter all connection data. This is very annoying and reduces the…
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Export specific emails
Dear all, I'm a newcomer to Pipedrive but a long time user of Campaign Monitor. I've browsed the community and already set up PieSync. I use Pipedrive to keep track of my current customers but leads as well. I can't figure out how to export only my current client email addresses. Can anyone help me for a easy way to manage…
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Now live: Sales Documents to get unbranded Sending and Signing 🧹
🚀 Update: Good news, this is now live! See more here. 🚀 What? Remove Pipedrive branding when sharing documents and requesting e-signatures. For whom? Professional and Enterprise plan. How will it work? * Sales Documents' public links hide the Pipedrive logo and the ‘Try it free’ button. * Pipedrive logo is removed from…
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Test the new email feature prototype 📩 (deadline: April 12th)
Hello everyone, We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only. You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the…
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Is it possible to determine who opened your email using Email Tracking?
If I send an email to a customer with a colleague in copy, does Pipedrive only track the direct message recipients open rate? Or will Pipedrive also track if my colleague opened the email? I have email tracking where the email has been opened once, but I don't know if it's my colleague that opened the email or the…
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QUESTION: Email BCC ([BIZNAME+][DEAL]@pipedrivemail.com)
We know that put automatically BCC (cci email) email was remove to keep a certain control. For one of my purpose, we have Sophie with a pipedrive account and Julie who's helping few weeks but don't have an account. So we thought using the BCC email in her email with the customers to link the email and the answer to the…
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Would you like to have an email address .where any form/software could send a message to, said addr
Would you like to have an email address .where any form/software could send a message to, said address, and have the contacts automatically added with the right properties. Like Quickbook with the receipts. We could use any form , or email software to sync contacts with just an email.
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Drafting mails from PipeDrive: layout issues
How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues? I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources. Ps.: advanced license
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Will hitting reply forward the original email?
Help! I am fairly new to Pipedrive and and struggling with simple things like how to send a quick follow-up email on top of the original email. HItting Reply doesnt seem to send the original too although they appear as connected in pipedrive.
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comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci
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Email open and click rate tracking is not intuitive: didn't realize I had to turn it on in settings
I was very excited to send my first batch of emails and see how well it was received. I had gone through the email setting section and turned all the green buttons to "Yes" that ask if you want to track open rates, click link rates, and get notified of activities. I thought I was all set and send out a few group emails.…
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🎥In Case You Missed It - Here's March's Update!
https://pipedrive.hubs.vidyard.com/watch/UaGW7SCcy1h8S3v1gpgFwC?In case you missed it - Pipedrive now has email sync connecting to your Leads in your Leads Inbox with more email functionality coming to Leads very soon. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸. En…
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Come celebrate our good news 😍
Outplay has raised 2 million dollars in seed funding from Sequoia. https://www.youtube.com/watch?v=jmVVjG-FLkMFor those who don’t know about Outplay, we provide businesses with a sales engagement platform that helps sales teams plan, execute, track, measure, and optimize interactions between companies and their prospects…
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email sync not working for a month..
I reported an email Sync problem on April 24th. Every week I am told they are looking into it. It's almost a month and I only hear "we are working on it". Has this happen to anyone? I have asked for an estimation so that I can plan and train 5 people that are idle for the whole month waiting for this to be solved but no…
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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
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frequency of email synchronization
How to increase the frequency of email synchronization. I have the impression that my synchronization occurs every 15 minutes, and I would like it every 1 minute.
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Outlook drafts
Are emails in my outlook drafts folder supposed to display in my pipedrive email drafts folder?
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2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
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I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
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Hi, we are using e-mail sync, but we find that some e-mails are not showing in our inbox or sent ite
Hi, we are using e-mail sync, but we find that some e-mails are not showing in our inbox or sent items box.
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New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…