Email / Smart BCC

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…
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.
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.
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)…
email synch
how do i have emails sent from a marketing company captured / duplicated in Pipedrive? how do i capture and opened and /or emails that respond?
Do workflow automated emails track opening?
Hi everyone! I am trying to automate and email through my workflow and I am not able to set up email tracking. My template has tracking and when it is sent outside the automation it works but not when sent with the automation - what am I doing wrong :) !?!?!?? THANK YOU!!
Hello pipeline community, I am having technical issues with getting my pipedrive account to Sy
Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
Email synchronizing for the past 15 days
Hi everyone! Happy to join this community! I'd like my email to synchronize correctly but it still loading for the past 15 days (as you can see in the screenshot) What wan I do please? 🙌 I would like also Pipedrive to match automatically new professional email I sent via gmail, and had them to the company automatically, is…
New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
We are trying to sync the email with pipedrive, but it doesn't sync. We are using microsoft office
We are trying to sync the email with pipedrive, but it doesn't sync. We are using microsoft office to sync it, and after putting the password in. Can someone help me with this problem?
Planned: emailing in Leads 📨
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice…
Nos emails ne sont plus synchronisés
Bonjour, depuis ce matin, nos emails ne sont plus synchronisés sur Pipedrive, alors que nous les recevons sur OVH webmail. J'ai évidement désactivé et re activer la synchronisation. Que faire de plus ?
Synchronized Outlook Account
Hello everybody, i need help. My E- mail account doesn´t sync with Pipedrive. When i re-authenticate my email adress, it shows an error message. What is the next step? Greets Anna
How can a Pipedrive engineer delete 15K of a users emails without the users permission?
I was in the process of converting over to a new email domain, and an engineer decided wiping out 15K of my emails without my permission was the right action to take, when all I wanted was to turn on the new account with sync starting now and not going back so it would preserve all of my old emails in pipedrive.
Anyone using Outlook add-on "Send Personally"?
It allows me to put many names in the “To” field in Outlook, then in the body use a salutation like, “Hello “ then type “%USERFIRSTNAME%,” hit “Send Personally” instead of “Send” and voila, from one email I have many emails sent, each with a customized “Hello {firstname},”. Thus, each recipient gets their own email and has…
Email Integrations with O365
I am looking for a very simple email integration with Pipedrive for predefined Email Campaigns, automation, triggers, etc. Very simple and ideally I would like it to send the email thru our Office 365 servers vs 3rd party like mailChimp style. They are one off, small quantity so would rather not have the newsletter style…
Email Display Name
Hello all. When i send an email from within pipedrive. When the email is received by the recipeint, the email display name is "steven.allen" instead of being "Steven Allen". Can I change that anywhere?
Email conversation linked to different Lead
Good morning, I have an issue with an email thread being linked to the wrong lead, both having different email addresses, companies etc. Did anybody else experience this and could possibly tell me the reason or has a quick fix? Thank you very much.
New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
HI, have started using Pipedrive just a couple of days back. We are struggling with email synching p
Bugs with Pipedrive email sync coping with 2 factor authentication
Anyone else having issues with the above? After going to 2 factor authentication for Outlook, for security - Pipedrive no longer syncs emails for our sales team, and we are getting no resolution
Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
Unlink an email
I am new to Pipedrive and in the process and in the process of linking synced emails. I get emails from the same email address that is specific to a contact, but is not from that contact. I selected a specific email to link to a contact, but it linked all of the emails from that address to the client. Is there a way to…
Group Creation
Hello, I would like to ask if there is the ability to create a group of people to have it ready to send emails.
Sender of automised emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?

Email / Smart BCC

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