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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…
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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.
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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…
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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?
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Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🎉
Use a Happy New Year email to tap into your audience’s end-of-year needs and aspirations The beginning of the New Year marks a time when consumers are focused on starting new projects, implementing change and planning out the year ahead. Take advantage of this fresh start by sending out targeted “Happy New Year” emails…
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Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
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my email tracking doesnt work to show when a contact opens an email
my email tracking doesnt work to show when a contact opens an email and its a mess so not sure if this feature is a failure for others or if i am doing something wrong . it also doesnt allow me to forward a template email to new contacts and leads as they come in because for some reason it doesnt link the contacts email…
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Synchronisation mail/calendrier/contact Outlook et Gmail . Outlook and Gmail mail/calendar/contact
Bonjour Existe t il un moyen de synchroniser à la fois ses mails/calendrier/contact avec un compte outlook et Gmail. Merci Hello Is there a way to synchronize both email/calendar/contact with an Outlook account and Gmail. Thanks Frédéric
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Sending emails without exchange integration
Any work around to be able to send emails when you can't integrate your email provider? iT will now allow it and it kills me to not be able to send directly from pipedrive let alone the benefit of simple automations.
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Create/ Revise a user's email address through PipeDrive
Does anyone know how I can adjust or create a user's email address on my PipeDrive? We have our Gmail-based email domain linked up with PipeDrive already.
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Email Insights are live for all users!
You can now answer questions like: 1) How many emails were sent (or received)? 2) Of all my sent emails, how many were opened (or clicked)? Simply go to Insights > Add Report > Activity > Email Performance to start creating your first Email Performance report. Customize your report as needed and then add it to your…
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Email performance Insights reports should be only related to Pipedrive Persons and Deals
Hi, I want to be able to see how our SDR team is performing on sent and received emails regarding prospecting emails. However, Insights reports are taking all the inbox, including internal emails, and data that is shown is not insightful at all. It looks like we receive more emails than we send, a miracle! Therefore, email…
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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sending email in a transferred deal
Hello, I have changed the ownership of a deal to my colleague and I would like my colleague, to be able INSIDE pipedrive to reply to the last email in the deal. But my colleague does not have the option to reply? Can you tell me why? and How to make it possible? Thanks
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using draft emails and logging into PD
I dont know if I have done something wrong however every time i forward the same draft welcome intro email from outlook it automatically logs the emails into PD for every contact that has been sent the same email. So when i have a new lead i am reaching out to and log the email it also gives it to every other person how…
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Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt…
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11 Welcome Email Examples to Engage New Customers 💌 ⚡⚡
The welcome email is an email sent to a new subscriber or customer after they’ve signed up to your email list. It is the digital equivalent of a cashier handing you a receipt, thanking you for your purchase and pointing out other items to consider buying on your next visit. The welcome email, either standalone or in a…
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Outlook Smart folder sync
I would like to sync my smart folder in outlook instead of my inbox as my proposals come directly into one of the smart folders. Does anyone have any insight on how to do this or if it's even possible?
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Verbindung zu Exchange einrichten
Hallo liebe Community, ich habe leider erfolglos versucht meinen Kalender mit Pipedrive zu verbinden und finde in den Hilfe Themen keine Lösung (kann auch an mir liegen ;-) FRAGE: Wenn ich auf Calender Sync klicke und versuche meinen Exchange zu erreichen wird mir ausnahmslos Google und Microsoft angeboten. Bei Microsoft…
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How can I send am email to all potential prospects and use first name preload? Can I also do it with
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Pipedrive error mail sync
Can anyone help me with this - I have attempted this a few times on many different server choices and received the email from Microsoft that my account is now linked with PipeDrive. Nothing happening on PD side.
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Email history to remain in Deal when deleted in the source
Hi There, Is there a way for the email history of a deal to stay within there once the email has been deleted from the source. It wouldn't need to stay in the email tab in pipedrive but the full communication history would be very helpful. We can archive currently but there will be a time when we need to delete emails due…
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Invitation to test the new email sync!
As you may be aware (you likely are) our email threading has not been working quite as well as we’d like and because of this we’ve made some efforts to improve it. Those efforts have resulted in a brand new email sync: Pipemailer. If you’d like to try out the new sync feature and help us test it, please let us know by…
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Is there a way to create internal email using Worklow Automation?
Hi all, We often require different teams to perform tasks depending upon the point in the timeline. For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress. In our other CRM we would have a rule where an email & activity would auto generate for said…
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How do you minimize email duplication in activity history?
How does your team handle the duplication of emails in Pipedrive when several users are CC'd on a single email? We are seeing multiple copies of the same email in the activity history which is really messy and makes filtering a lot of information much more challenging. Does anyone have any suggestions? Thanks in advance!
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Email sync killing our business for over a year now!
My team is literally having to contact pipedrive support because of emails not syncing, emails going missing, emails not sending, not receiving DAILY. We're losing business and all PIPEDRIVE can do is try to blame my team saying it's our mail server (It's 100% not, as email is behaving perfectly on our mail server, or that…
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Group Email Functionality Lacking Ease of Use & doesn't save time
The group email only allows us to send to 100 contacts at a time. If there are 250 contacts we will only be allowed to send a group email to 100 contacts but after this is completed we will have to individually click the next 100, and again a third time for the last 50. Why not code it so that it allows us to send it in…
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Merged: Email Folders?
This discussion has been merged.
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problem with the email tab
since this morning we have not been able to access the email view. When I click the page remains blank. I emptied the cache and the coockies, but that doesn't change anything. if anyone had this problem today. we have it on all our PCs . thanks