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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…
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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?
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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?
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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
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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…
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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…
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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 ?