Email / Smart BCC

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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…
[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…
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…
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.
Feature request: Send test emails of any email template
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
Get Early Access to Multiple Email Sync 💌
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
Sales Inbox - Collapsible Quoted Text
The current "Sales Inbox" always displays full quoted text in email threads. This clutters the interface and makes it difficult to quickly find relevant information. Please add the default feature to automatically collapse quoted text, similar to Gmail or Outlook. This would greatly improve readability and streamline…
Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
Sending Emails to Pipedrive
I've got a business development user who has been including Pipedrive on emails to clients regarding deals and such. Recently, he started getting bounce backs on some emails that had attachments. Exchange provided the following information in the bounce back email notification: The specific error is: 550 5.0.350 Remote…
Merged: Shared inbox for sales@ or admin@
This discussion has been merged.
Email campaign filters blatantly not working
I'm sending a marketing email and trying to exclude certain existing customers. This is pretty targeted, so I've entered "Email" "Is Not" "X@gmail.com". When I look at the resulting email list, the exact emails I have told Pipedrive to exclude are showing up as recipients. So the criteria is just completely not working.…
Privacy settings change for Outgoing emails
Hello, I would like to discuss if anyone else see an issue here, and it would be valuable if Pipedrive makes updates here: If, in your email settings, you have selected that all your incoming and outgoing emails are private, no one will see them even if you send them directly from the Lead, Deal, or Contact Person view.…
Campaign emails not generating any responses or emails
Have sent about 20 campaigns so far but have never had any bounces or out of office replies or any actual positive or negative response from them. Anyone else had this issue? Send the same campaign to the same list on mailchimp or hubspot and I get responses and out of office replies etc? Have tried opening a case with…
Possibility to delete any e-mail linked to my deals
Hi team, I know that I have the possibility to unlink a conversation from a deal, if that conversation comes from my inbox. But I can't delete a conversation from a deal of mine if that conversation is there because of the synchronized inbox of another colleague, since no "Unlink this conversation" option is available for…
Email templates - needs new grouping access
A customer of mine uses a lot of email templates (over 100) and they are 50 users. The problem is that they want to share their templates to a small group of users not all. Today a template could only be private or public. The idea is to create a new group that could be "visibility group" or team. Another idea is that you…
Store Company Settings for emails
Several clients have decided not to use Pipedrive standard font Arial. In my case they have decided to use font Verdana and size Medium. The problem is that for every email they write they have to change this manually. The suggestion is to store this default email font and size information in Company Settings (or Personal…
How to continue an email sequence when there is no answer
Hello, I've been trying to create an email sequence to send a first email when a deal is moved to another stage, and then send another email three days later if there is no response. However, it isn't working. Is there anyone who knows the conditions for this kind of scenario?
Loss of feature in emails, view email in inbox
I believe there has been a loss of an important feature in recent updates. When viewing a person's page, all emails with that person are listed. The triangle on the right still can be clicked to see the full conversation, but in that screen, the option to click and see the email in the inbox is no longer available. This…
Group Email follow-up emailing automation on contacts that didn't respond
It would be awesome to have a feature to send a group email and then have an automation that sends an email reply to the contacts that didn't reply. Pipedrive has both capabilities in different scenarios but I wasn't able to find this option.
Make Group Emails Scheduled In Outbox Appear As "Scheduled" On Deal Or Person associated.
When I schedule a group email for a particular group, the outbox only shows a preview and the number of people, it would be good if we can go back and edit that group email while we can.
send test emails faster
Test emails for email campaigns would be more useful if they were delivered in a timely way. A little frustrating to finish drafting an email, send a test, and then have to kill time waiting for the email to be delivered to review it.
Fix Email Thread!
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
Convert a lead to deal based on Email interaction
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
Email: Filter search results by Inbox / Archive
I would like to use the search function to find open emails in my inbox. Unfortunately, the results list includes emails that have already been archived. This is not useful as I want to find emails that have not yet been archived. Therefore, I would like to have a filter function to exclude emails that have already been…
Issues with HTML coding in emails from an automation
Hi there, We send out notes on an activity as an email when certain activities are marked as done. Currently the emails are now only showing the HTML coding for formatting etc instead of the actual formatting. It only started yesterday. Does anyone have any ideas???
Anyone else having issue with deleted email content after sending?
I've been experiencing an intermittent issue over the last several months where a blank email is received and shown in 'sent', appearing to have delete the contents of the email. Attachments always remain, however the actual text of the email goes missing. I am no deleting the text by mistake and this does not happen on a…
Add a second email address to receive summary report
Can I add a second email adress to receive summary report?
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?

Email / Smart BCC

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