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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
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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Email synchronisation
Hi, Since One week, the status of Email synchronisation is always the same: Synchronisation in progress..... without new Email items from Exchange 2016 ONprem. I stopped the synchronisation and restart it. But any progress. Do you have an idea?
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it would be great to have smart bcc for pipeline and create deals based on it
I am solving this workflow - I forward email to pipedrive and want to create a deal based on it Any ideas?
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What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
What is the core reason Pipedrivers want to sync emails/ other communications to Pipedrive?
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Email automation
I am evaluating Klenty - Outfunnel - Mailigen. Need a simple automated drip campaign for B-B sales - not looking for high volume sends, but needs granular analytics and A/B testing on the email themselves... appreciate any feedback you can share.
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E-mail problem
Dear all, all the E-mails I've sent and recieved today via Pipedrive have not been registered, either in Deal category or E-mails in general. Did anyone experience anything similar today? Thank you in advance, Frane.
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Email threads not updating real time for shared Deals
Hi, I share all Deals with a colleague as standard but they do not always see the updated mail threads straight away. Is this a known issue or something wrong with our setup? Kind Regards Tim
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Can anyone help me fix my G Suite + Pipedrive Email Sync?
NEED HELP: All of my G Suite email is syncing with my Pipedrive Account. We're talking 1,500 plus emails. OOPS! Can anyone help me reset this? OR Quickly remove unnecessary email? I'd love to just start over with the Email Sync feature.
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Mailshots: what app?
Mailshots: we want to mailshot to a variety of audiences from pipedrive - what is the best app to use? The app really needs to sync with the contacts contained in Pipedrive (rather than having to upload new contacts to an app). All advice welcome.
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Strange behavior on Automations
I've created a simple workflow: when I add a label on a contact, send to it an email using a template. Simple and it works great! (I use it to send email to new leads when I intercept them, record on Pipedrive and change a custom field to trigger the automation... but this is not important now :-) ) The "problem" is that…
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Is there are way to get all synced emails through API ?
I want to extract synced emails data for each deal. How can I get this data with an API ?
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Email visibility of the team workers on deals
Hi everybody ! Hope your sales are rocking ! Would need a little help from you, I can't figure out why I don't see the history of sent emails when I open a deal attributed to one of my sales rep.. The visibility is for all the company, I see the activities but not the mails. Thanks for your help !