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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
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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!
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Automated emails
How do I include the deal name for reference in an automated email?
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can anyone tell me if the sync with Apple Calender works well?
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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.
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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…
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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…
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mailing
hi everyone, how can we document a mail sent from outlook automatically in pipedrive? thank you !!
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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…
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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.
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E-Mail workflow improvement extension
Hi, we'd like to extend the pipedrive email functionality (add a note to an email, add a flag to an email). I cant seem to hook into the EMail via API, is that true? Any chance of eitehr getting native flagging/commenting, or a few API endpoints to add a custom panel? regards Alex
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The most in-depth Pipedrive automation & growth hacking guide!
I love Pipedrive ❤️ So I decided to write in-depth (even the most in-depth) guide on Pipedrive growth hacks & automation tips: (I'm 100% sure you'll find something new that will 🤯) So here is what we've covered: * Generate leads with outbound and inbound marketing 😎 * React with the rocket speed on new leads 🚀 * Automate…
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I'm having trouble with my email syncing. Is anyone else having this issue? It's been 5 or six day
I'm having trouble with my email syncing. Is anyone else having this issue? It's been 5 or six days now. They keep telling me they are sending to engineering.
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After sending mail, the other party's scheduler does not open
I registered a schedule when sending an email, and even if I send it, the message on the other party's screen appears as "Sorry. There are no time slots available." How do I get the schedule out?
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Perhaps someone knows the answer and I've missed it in the FAQ's, is there a way to enable one-click
Perhaps someone knows the answer and I've missed it in the FAQ's, is there a way to enable one-click delete? The confirmation that I want to delete every single time is killing my time efficiency. :(
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Email - How useful is this today?
We started more than a year ago with Pipedrive and made sure our guys connected their email accounts. Much has been said about the usefulness and technical reliability of the email implementation that Pipedrive has. I'm more looking at the usefulness from a sales process perspective. What I am seeing, though - is once you…
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Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i
Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i send an email to john doe and he is a contact but not linked to a business, the email is attached to a aleatory business. How do I solve this? best!
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Activiteiten en Mails
Ik ben benieuwd hoe jullie omgaan met mails in pipedrive en activiteiten die direct een verband houden met die mails. Ik vind het erg lastig dat ik geen directe koppeling kan maken. Nu heb ik mails en activiteiten. Het verband is zoek. Wie heeft een oplossing ?
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the pixel used to track messages is unable to differentiate who is opening the email
Hi, I have post messages integrated with gmail. And when I track openings of messages and I open them from my gmail, pipedrive sees these e-mails open. I have gmail chrome pipedrive plugin. I recommend to solve this problem - not tracking my own messages opennings.
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Linking email addresses/email sync of seated accounts
I am sending follow up emails and group emails to save time for my boss, it is probably better if the replies come back to her if i get replies or questions that are too technical for me to answer
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Is it possible to automatically create new contacts in Pipedrive based on the details extracted from
Is it possible to automatically create new contacts in Pipedrive based on the details extracted from the emails received?
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Email body content not visible.
Hi all, I can't seem to get onto the chat function, so thought I would try out the community, so don't let me down! ;-) For some reason, emails that I can see in a linked deal are showing up with the basic details, but when I expand the screen to read the email, there is no content in the body. I know that the content is…
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Sender name in email
Hi, when I send an email from PD so the other party sees in the recipient only "biba". I assume by mail: biba@*.com. Where can I set the full name? When I send mail directly from the Mail app on a Macbook, the other party sees my full name. Picture from gmail and Mail app (mac ox). I have the same settings for my email…
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How to receive leads or contacts by e-mail in a single pipedriver email?
I have a chatbot e a callcenter to receive contacts from clients and a want to receive the leads in a single pipedrive email for all users see it. Is it possible?