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Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
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Email Sync Needs a Toggle to "Make Linked Emails Shared"
Soon, we will be asking all Users to change their Email Sync settings to make their emails PRIVATE, in order to cut down on clutter, personal, and non-relevant emails showing up for all Users in Pipedrive. When we do this, and then rely on folks to actually link their emails to Deals or People, it is imperative that the…
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Important Email Arching sync problems with an Office365 account
Pipedrive randomly archives mails in one of my organised archived mail folders in O365. Those folders in O365 are specific used for important business parts (typically project based folders), but the rest can be stored under the standard Archive place in O365. That means that those folders are filled with related emails…
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How can I bulk change of email visibility from Private to Public?
My users email were set to private by accident, how can I change all the emails to public? The user has a couple of months of email which are not visible and going to the org or individual record oe email to change them is not tenable. Any help would be appreciated.
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Shared inbox / multiple email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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How to Sync Deleted Emails in Pipedrive with Mail Server Sent Folder?
When I delete a sent email from Pipedrive, it doesn’t get removed from the sent folder on my email server. This creates a challenge because, even though I’m trying to keep my inbox organized and free of unnecessary emails, these old sent emails keep accumulating on the server. As a result, I’m running into storage limits…
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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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Automate - unopened emails create a new task
Manual send emails, if not open in 3 days, create a new activity automatically.
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Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
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It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
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Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
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What is email domain authentication?
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
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Tracking email opens with tracking pixel
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…
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Campaign Feature: Shareable URL
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
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deal specific BCC is no longer capturing emails
At some point in the recent past, copying the deal specific BCC address has stopped updating the deal. How can this problem be diagnosed and fixed?
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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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Ability to customize linked deal card on the email screen
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
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ANSWER TO "EMAIL TEMPLATE PERSON"
Wow. It's been a year and I finally figured this out by accident. SO. When you use an email template that has, let's say, only an image… like this. You can use the automation to send an email and the only thing you need to select is whether you want to add tracking or the signature, etc. But if at the top of that email I…
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Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
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Linking email to deals via "keyword" or "rules"
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
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Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
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Problems synchronising contacts with a shared mailbox (office 365)
Dear Community, I have recently changed my company email info@…. from a personal email to a shared mailbox. Now of course the connection with the pipedrive contacts are lost and it seems I cant connect it back. Is there any way to solve this ? best regards, Akritas
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Email sequence for inactive Clients
Hello friends, I need your help to create an email sequence. The context is the following. For Organizations that have not won a deal in the last 30 days, I place the organization label "inactive customer". In this case I would like to send an email from the organization owner's mailbox to one of the people linked to the…
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Send Automation Email Template to # of Deal Participants vs only Primary Deal Person
Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
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How to disable "Suggested reply" ?
Hey! I've disabled the AI-features under "Tools and Apps / Pipedrive AI", but still I'm getting the "Suggested reply" feature whenever I'm replying to an email. If there's one thing I'm not interested in, it's super generic LLM replies that definitely don't work with Norwegian. How do I disable this?
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Add the print email function again
We work making bookings for our clients and we need to print out several emails with booking confirmations. This function was available and has been removed. Can you please add it again? At the moment every time I need to print an email I have to do it from Gmail... and we are a team of 6 people using this function
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Archiving sync with Office 365
Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
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Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
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Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
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List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…