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Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
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Composing E-Mail Template, how can i insert Deal Creation Date ?
Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
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Email settings in Automated emails
We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on…
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Email to Contact > Reply to Deal?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
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Automation to auto-reply, add a follower to my deal and CC while away
User story As a Sales rep on holidays I would like Pipedrive to auto-reply my contact's messages + add my Sales colleague as a follower in the deal + CC him to the email conversation So my colleague can take over the conversation while keeping me in the loop and can temporarily access the deal and contact while I'm away…
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Could we be able to see email's inbox from another account ?
My assistant would like to manage my emails directly in the Inbox from her account. Imagine going through emails and being able to answer directly or at least manage them with labels or read them in the first version of this feature. This wastes our time, and CRM should be able to save us time! :) @Andreia Costa 😀
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New: Email Labels 🗂
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
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Using fields for Pipedrive email templates: Signature / sender first name
Dear community, I would like to configure an email template in Pipedrive where the greeting contains the sender first name (not the full name). Also, the email signature should be contained. However, under deal -> template -> "Insert field" I do not see fitting fields. I understand that it is possible to attach the user's…
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Unable to reach the button to manage the email templates
Does anyone else find they are unable to scroll down and reach the Manage Templates button when they reach a certain number of templates? For example, you can see in the image below that I am unable to scroll down further using the right-hand scrollbar. I am thus unable to manage my templates unless I make the browser…
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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Linking multiple emails to a deal
Hi All, I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants. It would be great if I could…
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How to change email models
Hello, I would like to send an email after 1 week of inactivity. However, how can I update an email model in Pipedrive please? Thx, David
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What are your thoughts about Pipedrive's email deliverability?
Hi there! We are just new in Pipedrive and want to utilize the emailing feature but we are not sure how reliable it is and how much can we trust its deliverability. We are have linked our Gmail accounts to Pipedrive. We would appreciate your thoughts based from your experience. Thank you!
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The best way to communicate with a client via email
Ok, here is the flow: As an agency, we have the main inbox mail@. We invited a manager to our Pipedrive main account. But for example, he has no rights to connect to the main agency inbox, so he adds his own work email: manager@. Our client sent us an inquiry on our main agency inbox mail@. As an admin, I check the inbox…
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Email to organization
Hi, as of now only contacts can have an email. We work alot with franchise businesses, and will sometimes email between 10-200 companies in the same franchise at the same time. Wish it was possible to send an email to the organization/company and not the contact person on the lead.
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How can I prevent single emails sent via PD going to spam?
I tried to send an email to about 20-30 people yesterday, and I havent recieved any response. I tried sending the same email to myself and it went directly to the spam folder. I then tried to re-send from the Windows Outlook app, but I recieved a message stating that Outlook didnt have permission to send the email on…
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[Closed] 🚀🔮Be part of the AI revolution with Pipedrive 🚀🔮
UPDATE: This beta test is now closed; thank you all for participating. Hi, community! 👋 We’re working on bringing the power of Artificial Intelligence to your Pipedrive experience. This will offer you and your teams greater efficiency and effectiveness in your sales process. Here’s a sneak peek of what we’re working on:…
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Admin powers and the Mail in Pipedrive
Recently, I have been running into a situation where the default settings for visibility of emails sent into Pipedrive have been changed to "Private". My company uses Pipedrive for everything from sales, engineering, finance, commissions, etc., so everything must remain "shared". Currently, Admins don't have the ability to…
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Add Label automatically to a specific Company when receive email
Good day, Dear Team, In Google Workspace is possible to automatically put a label when receiving one email from a company word or email, Is more easy to check in the email box. Is it possible to make the same ?
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Email improvement
Hi Everyone! I would like to start a discussion, or rather to ask for your opinion regarding email templates. Since I´m not a fan of clicking through millions open tabs, I´m only using email in Pipedrive. I find the tracking extremely useful, however I see some room for improvement, therefor I would like to ask you for…
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Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
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Real simple issue - comma needs to be added to value shown
When using the value field while emailing leads, commas aren't displayed in the number. In this testing example, the lead value is set at "$1,500". But the value field shows "$1 500". Can you guys add the comma to this, so I don't look stupid when emailing customers? Example email:
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Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
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Warning that there is no attachment in the mail
Hi Pipedrive folks, I would appreciate a feature added that is standard in Outlook and other email clients, i.e. a notification that an attachment has not been added, even though it is mentioned in the body of the email. Of course, not exclusive to english is a must for us to take advantage of it. Community folks, please,…
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New: Multiple email signatures 📨
Hey Pipedrivers! We’ve heard your feedback, and this often-requested feature is here: you can now effortlessly create and select multiple email signatures per email account to enhance your efficiency and personalization of emails. This feature is gradually deploying to all users on the Advanced plan and above, with general…
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Personal email labels not shared with team
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
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Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
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Email Inbox - Filtering
Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
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Sales Inbox Userface
I like the Sales Inbox and I have been using it a lot more where I have more projects to manage. But I am struggling with the userface when viewing an email thread, most of the time I dont know where I am in the conversation due to the way Pipedrive opens an email i clicked in the inbox. Sometimes I dont "see" the email I…
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How to archive - old email (over x days)
How do I filer emails older than a certain date or age (ie 3 years old) and then either archive or delete them from pipedrive. Right now I can only see archive for selected emails. I have thousands. A lot of our emails have large attachments - so this is causing issues for us as well. D