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Can i use Merge tags to send a customer to their site?
I have started to send emails to my existing customers (Monthly Newsletters) Our business provides their own platforms and i am looking to send them to their own platform. I have created a field 'site name', and used merge tag in the email template. Is it possible for that merge tag to appear as it would a Link. If i was…
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Option to hide description from synced calendar with pipedrive
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
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Sending Emails on Behalf of Someone
Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk. Thanks.
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Outlook Integration
I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and…
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Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
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Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
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Notify if Subject line is empty
It would be very, extremely useful for a user to see a notification/popup/whatever if the subject line of the email is empty when pressing "Send". Google and Outlook have this, and this is very useful, because people oftentimes forget to type a subject line. I genuinely expected that this would be implemented in Pipedrive,…
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Bulk add labels to multiple emails
I love the idea of the Tags (I uses these in Outlook) however it is impossible to do this individually with the amount of emails. Would love to do this in a bulk select.
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Merged: Bulk labels in the Sales Inbox
This discussion has been merged.
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Click to confirm receipt hyperlink
I recently came across a supplier who had a hyperlink within the email that said "click here to confirm receipt". The receiver clicks which then confirms with the sender that they received the specific email sent. This would be brilliant to add as an option with Pipedrive - esspecially useful for returning key documents…
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How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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How can I re-open deals when an email is received?
I'm making some automations to send drip campaigns. I want it so that when someone replies an email, the deal is opened. Is this possible with either Automations or with Zapier?
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Concerning offer of product for end client.
Hello, i wanted to ask if there is possibility to send offers to customer directly from Pipedrive? Now we are using email templates to save as offers and then we send it. I saw that Pipedrive have ability to save products and add it to deal but this product cant be sent to customer directly. Can I send products directly to…
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Bulk linking to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
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PD email client - "Reply to" not working
Hi, if I get an email, which has "reaply to" header filled with a different address then the actual sender, it does not work in Pipedrive. Please, do fix this, as it is quite useful for example when receiving emails from contact form on a web. Regards,
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Create folders for the emails templates
I have tons of email templates related to different emails sequances. Would be great to have folders.
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Critical Privacy Issue: Emails within company (e.g.: with HR, CEO, etc.) are synced
(This is a critical privacy loophole) My emails to HR, Supervisor or CEO can be synced in Pipedrive. This is a very severe privacy risk and breach for Intracompany communication. A common test of the sales pipeline is testing with an employee's work email address. If a work email is entered into Pipedrive then the full…
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CC Ability on Email Templates
I understand that Pipedrive currently does not allow for an email template to be built with a cc email. For instance our order confirmation email template not only needs to go to the customer but also to our orders team --- currently our sales team has to remember to type our orders team email in as they send the email.…
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create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
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Are there any new developments in tracking emails sent through Gmail?
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
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Readiness to Buy (1-10) - AI
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
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I want to create a report to show email address for sent emails opened and/or links clicked
Hi Community. I want to create a report to show email addresses for sent emails opened and/or links clicked. I can create a report that shows and ID for opened emails and clicked links, but I cant see how to show an email address as an option. What we are trying to do is create a follow-up option based on a rule of opened…
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Why does the Track Email Opening randomly turn itself off?
Hi, I use Track Email Opening (the little eye at the bottom of a new email) to see if anyone is interacting with me emails. A few times now, the track email opening has switched itself off. Has this happened to anyone else? Is this a known issue? Why? Really annoying as I've lost an entire days worth of tracking now. KR…
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Merged: More Bulk actions on email
This discussion has been merged.
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How to create a report counting those emails not sent from Pipedrive?
Our users use Google Mail and don't want to generate emails from inside PipeDrive as they interact with more than prospects. They use the bcc to capture emails which they send from Gmail. These emails appear in pipedrive with an email icon. When we run an activity report, they are not counted as emails. It appears only…
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Email composer creates unprofessional, nearly unusable email threads after a few replies
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…
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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…