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Custom data field not populating in email template "insert field" option
Hi, I created a custom data field, and I need it to be a field option that I insert in an email template. However, when I click "insert field" when creating the email template, the options are not available. How can I fix this?
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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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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
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Replying to bulk emails
Hi: I hope all is well. Please help us solve an issue. After we have sent a bulk email...for example, 35 leads with identical template emails...we would like to send a follow-up bulk email to all those leads that have not responded and said the follow-up email would contain the previously sent email, within the newly sent…
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Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
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Can we CC on Group Emails
Is there a way we can CC specific additional personnel on Group Emails in Pipedrive
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Is it possible to create a general signature for every user?
I would like to create a general template for a signature in Pipedrive where every employee only has to change their name and title and phone number. The Pipedrive email tool is also unable to fully put in the signature we use due to the limited editing options (font, font size, tables) etc.. I would love to have more…
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Why do emails sent out separately show exactly same time for recipients opening them
I sent out 7 separate emails this morning to 7 different clients. At 12.07 precisely they all opened their emails (4 had opened earlier) which cannot be true. Anyone found this happening?
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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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Threading/link email to specific 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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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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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!