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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…
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Feature request: Pop out reply like Gmail
Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive
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Changing my username ( email in Pipedrive)
I use my email as my username. I need to change my username, and then I want the new email to sync with Pipedrive. Please advise
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Tenho um email do superdominios queria integrar com o pipedrive, mas não to conseguindo. Alguém me
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Centralised email signature management - attempted workaround
Thought I'd share my efforts here for anyone looking to solve this problem...looks like a decent amount of people struggle with this as well. In an attempt at a workaround for centralised, email signatures, I made email templates for each of our sales reps for them to copy and paste within PD (copy and paste from Word,…
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Not Integrating Email and still being effective?
I'm new and we do use Google Workspace but we use a very "high security" version of google workspace so I don't want to use PipeDrive as our full email client, e.g. I want to minimize the email being filtered into PipeDrive from Google but also be able to "capture" emails sent to and from potential clients. I understand I…
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Planned: Schedule Emails to be Sent Later 📤 ⏱️
Why? * Choose the optimal time to send your emails, improving your image and impact. * Image: present yourself more professionally by having a timestamp in your emails that fits traditionally accepted working hours (depending on target recipient). * Impact: reach yours customers at the optimal time for higher chances of it…
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Email & Subject intergration
Hi! Today I thought that it would be an amazing feature it when you went to send an email out of pipedrive the subject of that email would automatically fill with the title of the deal. I have no idea if its possible but it would be an amazing time saver if possible.
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Email tracking from email client and notifications when an email is read
Suggestion: Ability to track emails directly from within Outlook and display a pop-up notification when an email is ready. Experienced this in Hubspot CRM and was extremely helpful.
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SENT EMAILS LOST (like socks in a dryer)
Some sent emails are not reaching destinations, nor are they appearing in the Sent, Draft or Outbox folders. Most emails go through, but then it seems as though emails with PDF attachment are the only ones getting lost in the abyss. Using MS Outlook. It's synced and working properly. Anyone else experienced/experiencing…
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Our Gmail Add-on is now fully live! 📬💌
The majority of our users still work from Gmail and we want to bring the best of Pipedrive to your inbox. Available in our Pipedrive Marketplace 🎉 Read more here
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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