-
What happened to the new email integration?
I was invited to join the (MUCH needed) new email integration trial; but, can't seem to find it. The existing email integration has all but stopped working. HELP PLEASE! Thanks!!
-
Monta käyttäjää samalla sähköpostilla
Tervehdys kaikille! Olemme uusia pipedrive käyttäjiä ja ongelmaksi on muodostunut se, että samalla sähköpostilla on useita käyttäjiä. Millä tavalla olette järjestäneet tämän? Haluaisimme yhdestä sähköpostista, johon ohjautuu useasta eri lokaatiosta tarjouspyyntöjä, pitää sellaisenaan ja ohjata täältä pipen avulla…
-
Speeding up your sales process with Email Sync!
In these challenging times, many people are working and selling remotely and are completely changing their outreach strategies. We have done a webinar session to talk about: * Better set up your Email Sync configuration * Use Email Tracking to approach leads with perfect timing * Speed up your sales process using Email…
-
How can I change the font size in the signature?
How can I change the font size in the signature?
-
Email Synch
New (ish) to Pipedrive. We have multiple travel agents each with their own OUTLOOK subfolder. Moving to pipedrive, which is better, linking each subfolder or having one folder for all stuff linking to Pipedrive? At present, OUTLOOK rules move incoming and outgoing messages into the related subfolder
-
Emails Sent from Within Pipedrive Not Attaching
We have just noticed emails sent using the email address in Pipedrive are not attaching to the Deal. This has only just started happening since we did an update last Friday Night. Any suggestions on possible solutions?
-
Question on mass email, activity, and report tracking in one go.
Does anyone know how to send a mass email that is connected to the activity tab and can be tracked? After sending a mass email, the activity of it wasn't tracked, I couldn't pull up a list of the people I had sent emails to either.
-
"bcc"-based email tracking
To track emails, Pipedrive uses a bcc (something like "ACCOUNTDOMAIN@pipedrivemail.com"). Other CRMs (like Copper) appear to deliver the same tracking functionality w/o bcc, which I believe is a better approach. I think it would be great if Pipedrive moved to a bcc-free approach. What do other users think?
-
Change the date of mails
Sometimes I forget to forward mails of my clients to Pipedrive. When I do it a few days (or weeks ;-) ) later, the forwarded mail appears in the activities according to the date I have transferred it to Pipedrive. Is there any chance to manipulate the date in Pipedrive to bring it into the order of the actual timeline?…
-
Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
-
Format-check an email template + fix strange looking signature?
Hi, 1. How do I format check a text I have in a template? It LOOKS ok when I copy+paste it but wan't to make sure especially when I add a field (First name) that it also looks good when sent. I believe there is a way to mark the text and then a short command to remove formatting to make sure it's good to go? But what is…
-
Assign email to contact
Hello community. I am a new user to pipedrive. I am struggling to figure out how to assign an email to a contact if I did not send the email from pipedrive and I want to do this after the fact. Any suggestions?
-
Email sent opened by yourself counted as viewed by them.
Did anyone notice that if you open the email you sent to a prospect, pipedrive will count it as you opening it. Or is it just me?
-
Mail forwarding on the Pipe doesn't work anymore
Hello, We can't send an email with the adress of the offer anymore. The email is not in the pipe. Our sending email adress : sales@agoralys.com
-
Synchronisation compte Outlook
Bonjour Chère communauté, Je tourne en rond avec la synchronisation de mon compte Outlook. J'utilise tes outils IOS. Je me retrouve dans les configurations suivantes : #1: Outlook paramétré avec la vérification en deux étapes. * synchro Pipedrive =ok * Mail sous mes postes de travail IOS ne se synchronise plus #2: Outlook…
-
Simple onename alias's for team members or sort by usage
I spend way too much time typing in a whole name to pull up one of my team mebers within our 6000 contacts. For people you are sending emails the most to, it should start listing them first, so as I start typing Mark, which is our CEO, I don't have to also enter in the 3 letters of his last name before it shows him as a…
-
Can I take out from emails some data from signature?
I would like to assign titles from email signatures (in gmail) to contacts in pipedrive. Any experience? I was thinking about mining them from some structure in which pipedrive stores related emails. Is possible to get this information from that? Thanks
-
How can I create an automatic follow up email after X days without an answer with a different email
How can I create an automatic follow up email after X days without an answer with a different email template? See image for more detail. I'm looking for a native Pipedrive solution, not a paid marketplace app. Thanks!
-
Automated emails
How do I include the deal name for reference in an automated email?
-
can anyone tell me if the sync with Apple Calender works well?
-
Hi, Does anyone has the same issue? (blue arrow). When I first send an email, it looks without prope
Hi, Does anyone has the same issue? (blue arrow). When I first send an email, it looks without proper format and in different fonts and stays like that until page is refreshed. It happens on all computers. Cache is cleared but nothing.
-
Automated e-mail with use of individual signature
Hi there, I am setting up an automatisation flow with e-mail for new leads which can be triggered by everybody. In the e-mail settings in the Send Email with Template, I have clicked of the signature box (Use Signature: Yes). The flow works when I create a new lead with my signature. However when my college creates a new…
-
Problem automatisation and signature
Hello everyone ! We created an automatisation that send a mail automatically when we change status : but the mail is sent with the email of my boss (who created the automatisation) . Can't find out how to change because settings seem good! And on the mail, on my signature I can see the image of myself, but when someone…
-
mailing
hi everyone, how can we document a mail sent from outlook automatically in pipedrive? thank you !!
-
Re-Authentication of Emails
Dear Pipedrive, i trust that you are doing well during this unprecedented time. I need your help with re-authenticating my emails? I recently changed my windows password and since then can't authenticate my emails and use this function. I have contacted our IT department who responded with the following; Unfortunately we…
-
If I go to my "SENT" folder in e-mails and I see the email address under the "To" whom the email sho
If I go to my "SENT" folder in e-mails and I see the email address under the "To" whom the email should have went to and I see "To: 0 undefined", does that mean the email didn't send even though there is an email connected to the contact? I didn't get a bounce-back message saying it wasn't delivered.