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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…
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Replying to email threads in bulk
"Send group email" feature exists, but it doesn't allow to send replies (answers to previous threads) in bulk
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Emails are not completely syncs for a deal/contact
Emails are not fully syncs under a deal for one contact, I'm not sure how sync work but it would be great to have all the emails from same contact appear in same deal to have better visibility of communication. This is not a cache Issue so please don't suggest that solution, it is a feature request and would be great if…
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Separate email conversations being merged together
I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
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New: Enhanced email labels functionality ✉️
Happy Friyay community! We’re happy to announce the rollout of two significant updates to our email labels functionality! We analyzed lots of valuable feedback from all of you regarding the email inbox, and we’re confident this will enhance the overall user experience. Add email labels from the email list view: You can now…
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Is email tracking working as expected ?
Hi All, I just came across few clients, complaining they haven't received the email, though I have received the email tracker notification that email is viewed. Is it working as expected or is there any issue ? Thank you so much.
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Email labels shared
Email labels can be created, edited and deleted by regular and admin users. They’re currently private and can’t be shared or seen by other users. This applies to each inbox at the moment. Can develop team look to giving the option when creating a label to select private or available to all users like you have the choice to…
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Calendar and Email Workflow Tips and Tricks
Hi Folks, I'm the CEO of our company but I also handle the vast majority of the deal negotiation and closing. I receive A LOT of emails which is non-related to Sales / Pipeline. I currently have my O365 calendar which is syncing everything which looks odd in Pipedrive since I would prefer to be able to either setup the…
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How to set DKIM, SPF and DMARC
When authorising your email domain in Pipedrive, that delivers you the DKIM records only. Although DKIM is nowadays the standard, a missing spf record can still cause delivery issues. The spf record is set in the TXT section of your DNA record: your-domain.com „v=spf include:spf.pipedrive.com ~all“ You can add further spf…
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Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
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re: changing email signature
hello. I need to update my email signature but when I go to preferences I no longer see the email sync. How do I get to my sig to edit it? thx
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Allow creation of SEND FROM as email addresses using SMTP
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
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Pipedrive Deal not showing emails linked to the deal
I have several deals in Pipedrive, for which colleagues and I transfer emails into Pipedrive with the deal-specific BCC email. Now, opening this deal gives me of course the option to filter by entry type. For emails, it shows me the total number of emails linked to this deal, but does not show all linked emails to all team…
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Email tracking insights
Pipedrive is so powerful with the automations… the one area that is lacking is the email tracking analytic insights . I'd love to be able to have a report of email opens and clicks so I can make data-driven decisions. I don't think this exists. Right now, I can only see analytics by each individual email and it's great…
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e-mail drafts
When I write e-mails in my usual e-mail programs, drafts are saved while I write. If there is an interruption there is usually a draft to open and continue writing in. Pipedrive's app seems to work differently. For a whole hour I wrote an email to a contact. When I pressed "Send" the app froze and I had to restart the…
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Email template - Default list order
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
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Couldn't connect the email account
This discussion was created from comments split from: How to activate email connection? .
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Fully automated thank you emails
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
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Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
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Focus Cursor when responding to an email
Please put the cursor in the response box when you respond to an email.
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Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
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[CLOSED] Your Feedback Needed – Linking Emails to Entities
UPDATE: We've reached our capacity and registration is now closed. Thank you for your interest! —— Hello 👋 Helena here from the Product Team at Pipedrive. We would like to invite you to the Product Innovation Sessions at Pipedrive, taking place on June 17–19. These sessions offer a unique opportunity for you to directly…
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Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
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Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.