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Email Duplication
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
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More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Email syncing issue when Chinese characters in the subject line
Hi, We are using the Pipedrive API to gather statistics on emails synchronized with the CRM. Unfortunately as we have global customers, we discovered that emails with Chinese characters in the subject line could not be synced, which render our statistics useless. Is a short term bug fixing possible, where for examples…
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Exporting email tracking data to view number of email views and link clicks
I'm trying to export information for group emails. I can view the email tracking info on notifications, however, I would like to be able to export the info to include the contact details alongside the number of email views and link clicks. I don't seem to be able to find a way to do this. Does anyone know an answer to this…
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Link email to DEAL!
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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Enable IP exclusions for email open tracking
I've noticed that if I send an email from Pipedrive and then open it in my sent items in Gmail, an open is tracked. It would be good if I could provide my IP address to exclude my opens from the reports.
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Using different Email then the one for my account
Hello, I have a dedicated email address for sending emails, and I purchased a domain for this purpose. I set up the email with Google Workspace. Currently, I'm on the "Advanced" plan and would like to maintain this level. I'm the only user, but I would like to use a different email address than the one I initially used to…
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Make Emails Private Per Person in Addition to Per Email Account
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them. Is there a way to mark all emails sent to a specific person as private? Another example might be that I…
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Drag Files From a Deal into Email (Or Save into a Separate Folder)
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
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Control over Pipedrive Email Sending Windows
Would be very helpful to have a feature in Pipedrive's Email Sync that allows users to have control over the window from which emails can be sent in Pipedrive. For example, we have reps that work later in the evening that would appreciate the ability to draft emails and have them send the following morning, or avoid…
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Can I create an automation for when tracked emails are read a certain number of times?
I'd like to create an automation to send a follow-up email after an initial outreach email has been opened three to four times. Is this possible? If so, can I get pointed to an artical or video that can explain how to do so? Thanks, in advance.
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Ability to filter emails within projects
One feature that makes a difference is being able to link emails to projects/deals and access them all within projects or deals. However, once the email is linked to the project, it becomes very difficult to find it within the project, so I think it would be interesting if we could filter the emails linked to projects by…
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Emailing files attached to leads or deals
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
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How can sending an E-Mail convert a Lead into a Deal + book a Follow-Up Activity 3 days later?
Hi, we have around 5 people cold-calling potential customers from the Lead Inbox and I want to save our employees time after each call by automating our workflow. After each call, a prospect who is interested will usually ask for an E-Mail with our contact-info. We send them via pipedrive so it would be fantastic if…
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Bring contact person Emails and Notes into a new Deal automatically
When a new Deal is created and there is an association with a Contact record (as a "Participant") that person's Emails and Notes should be imported into the deal. We have prospects who never generate a Deal. Interactions with them are recorded on their Person record. Once converstations have progressed and they have a…
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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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Advanced Email Search using unique information from the body of the email
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
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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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EMAIL OPEN ALERT IMPROVEMENTS
Currently, pipedrive helps with seeing when an email is opened. I would love if this feature was improved upon. Other software can tell me who opens the email and at what time. On emails with more than 1 people on it this can be a huge help. As it is now, if anyone opens the email, including myself, it is shown that…
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Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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where is my spam folder
an important email that i have been waiting for didnt appear in my inbox even though i knew it had been sent. I checked by email provider and it was in spam. But where can i find my pipedrive spam folder, i only have: TIA
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Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
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How to handle or assign a mail to an info@ address
Dear all, sometimes I have to send a mail to an info@something.foobar e-mail address. How can I handle them properly, so that my colleagues can find them too? The adress is not assigned to a person. I already added an text field for e-mails to organisations. So can I simply add the info@ address there and send a mail to…
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Active Email Account Syncs
How does the Active Email Account Sync work? We are on the Power plan and would like to know if we can allocate an account to the Marketing Department and then setup 3 active email accounts for the 3 x people in the marketing department? Would that be possible or is this not the way it should be used?
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How to send email replies in bulk?
Hey, I want to send email REPLIES in bulk. I'm aware about "Send group email" feature, but it seems that it can only create new email threads (and don't reply to the previous threads). Is there a common way or at least a workaround (through apps, integrations via zapier/make, custom Python code) to send replies in bulk?…
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Can We Send Emails Directly from Pipedrive Without Third-Party Providers?
Hello Pipedrive Community, I've been working with the Pipedrive API and have successfully integrated it with third-party email providers like SendGrid and Mailgun to send emails. However, I am curious if it's possible to send emails directly from Pipedrive without relying on these third-party services. My Findings So Far…
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How to use HTML editor for Pipedrive deal email templates
Dear community, I wonder how I can use HTML in my Pipedrive emails from the deals view / using email templates. I found two related articles, but I did not find a feature to actually use HTML within the email body. Is this possible when editing a template from the deal view?…
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Impossible to send email campaigns.
For several days, I have been experiencing problems with sending email campaigns. Background: we have been using Pipedrive for several years and very often send email campaigns to several thousand recipients who For a few days now, I have not been receiving test emails, and every time I send a campaign, the emails to most…