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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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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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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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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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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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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…
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Linking e-mails to open deals, not won.
Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed)…
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"Pro tip: You can now A/B test your templates" < how do this actually work?
Hi there, based on that pro tip, if I have an email template that gets sent via an automation, if I change that template and save as a new version does that mean the automation will use either version of the template and effectively A/B test that? Or am I being way too hopeful?! If not, are there any known tricks in…
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Automation Email Alerts from a Shared Mailbox
We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
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I have technical issues how to solve, there is no support available
Hello everyone, I have tried everything to contact support but I cannot get in touch with them, im stuck I have professional plan: issue 1: once I go to contact and choose a contact and then click on email I literally have no results in my screen, the button is empty! Issue 2: I have send 5 smartdocs with signature only…
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How can I format auto fields in email sent via Workflow Automation?
Hi, I am struggling to turn my dynamic fields into bold font (while leaving the rest of the text as regular) in the body of an email sent via Workflow Automation. Making the field's name bold does not seem to work. Please help! Arthur
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Undo Send for Email
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
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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!