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'From' Address Used in Thread Instead of Primary Email
I’ve noticed an issue with how Pipedrive selects the “From” address when composing or replying to emails: Current behavior: Pipedrive always defaults to my primary email address. Expected behavior: When I reply within an existing thread, Pipedrive should automatically use the same address that was previously used in that…
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Please can we make email signatures appear correctly in mobile app?
Hi guys, Hope everyone is well 😁 I have recently come across a bug(?) in the mobile app. When sending a reply to an email, it opens up the phone's email system to create and send the reply (in my case, Iphone - Apple mail). However, unlike on the web app or desktop version, the email signature appears at the bottom of the…
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Can viewing an email that is synced to PD by another user increase the open count?
If a Pipedrive user sends an email with tracking turned on to a single recipient (from Pipedrive) and it is synced to Pipedrive, when other PD users view the email does it increment the open count?
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Boost Your Email Efficiency with Pipedrive Email Templates!
Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough. Why templates? Save time, ensure consistency, and personalise effortlessly! Quick Steps: Start a new email (ideally from a deal). Go…
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New: Multiple email signatures 📨
Hey Pipedrivers! We’ve heard your feedback, and this often-requested feature is here: you can now effortlessly create and select multiple email signatures per email account to enhance your efficiency and personalization of emails. This feature is gradually deploying to all users on the Advanced plan and above, with general…
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Email Placeholders In Links
It would be nice to allow the Email Placeholder code to work in links for templates. Below is a sample of what we are trying to do: <a href="https://video.HIDDEN.com/{{email_address}}><img alt="" src="https://video.HIDDEN.com/media/gif/67eff6306c6032d20937c32f/{{email_address}}.gif" width="480" height="auto" /></a> We use…
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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E-Mail Tempaltes - Formatting and Options
Hello everyone, I am trying to find more information about the options that can be used when creating e-mail templates. I need a few things related to formatting and also need the ability to send fields that are blank instead of showing as error every time.
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Adding new user with Macmail
Trying to add a new user but when he tries to email from a deal the system tries to connect him via Microsoft not via Mac Mail
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Merge Tag Field is blank for first name when sending campaigns
When programming campaign email templates and using the merge tag field, first name doesn't populate when sending. It shows up as blank on delivery. I know it doesn't show up when sending a test, but I tried sending the campaign to a gmail account and it doesn't populate. The first name is available in the contact. How can…
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Add a Central Dashboard to Manage Labels & Email Folders for Organisation
It would be really helpful to have a central dashboard where users can easily manage all labels (e.g. for deals, contacts, organisations). Right now, labels can only be edited in specific views and the process feels a bit limited. A dedicated area to view, rename, delete, and organise all labels in one place would improve…
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Email signature disappears when sending an email based on a template
Sending an email based on a template and my signature disappears. Any advice ?
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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Create activity from email
It would be very helpful to be able to create an acitivity from an email that is tagged or associated with a contact. This would allow the information in the email to automatically be included with the Activity.
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Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Email Insight Report Should Show & Export More Columns
We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
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How can I track clicks on email links without using the tracking tools?
Hello! How can I track clicks on links sent by email, without using the tracking tools? Enabling the open track and click track ends up blocking some of the emails sent, because of pixel tracking barriers. Is there some other way to measure it? I want to measure individual clicks, so that I can know exactly who clicked on…
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Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
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Add the Aptos to font family
Microsoft now uses Aptos as it's default font in Outlook, however this font is not available in Pipedrive. Therefore emails look different to end users when sent from Outlook vs Pipedrive. Can you please consider adding Aptos as a supported font to provide a seamless end user experience?
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What happens to emails when someone leaves the company?
Hello Community— question for you. We are asking Users to turn on their Email Sync and Link emails to Deals. But what happens to this person's emails when they leave the company and IT eventually turns their email completely off? Would we lose that email history in Pipedrive, too? Thanks!
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Linking email chains to multiple deals
Our team would find it very helpful if we could link email chains to multiple deals simultaneously — particularly to multiple deals associated with a particular organization
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Crear subcarpetas para organizar el correo electrónico
Buenos días, Salvo error, sólo veo que con los correos se puedan archivar o eliminar. ¿hay alguna forma de crear subcarpetas para poder tenerlos organizados? Muchas gracias. Ricardo N.
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Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
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Colleagues Emails send from my email box (EN/FR)
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…
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Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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Group E-mail-100 At a Time
Hello PD Community! Does anyone know if you can upload your own e-mail template to be used on Group E-mail marketing (100 contacts at a time)? Or can you only use the 5 templates provided in the system that do not come with tracking or html? Thank you, Jessalyn