Email / Smart BCC

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…
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…
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…
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
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!
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…
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.
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…
[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:…
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…
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 ?
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…
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
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:
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,…
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…
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…
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
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…
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…
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
When replying in Pipedrive, why does it sometimes start a whole new thread?
Perhaps a bug, but I don't know where to report those... Sometimes when I reply to a pre-existing email thread in Pipedrive, it creates a new email thread with the same subject and quoting all the previous emails in the footer. Is this something others have experienced? To note, I like to switch between sending emails in…
Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
Filter emails in history by user
It was suggested to me that it would be convenient if a user could choose to only see the emails they have sent and received in the contact record history.
Bug when writing Emails
It seems there's a bug with the emails. When I'm writing an email, out of nowhere the cursor moves to the first paragraph, making it annoying and loose a lot of time to write an email.
Improve the email text editor
There are a few clunky things that I think could be easily changed to vastly improve the email experience on Pipedrive. Currently I have to be very careful sending emails on Pipedrive because of these issues. Otherwise, they look inconsistent from my regular email client (and I need to switch between the two).…
Outlook Deleted Email Workaround
Hi all! Is there a work around to keep emails in pipedrive even after they are deleted in outlook to ensure activities and historical info remains in pipedrive? I was chatting with customer service and they said that there was no way to do it, and I find that hard to believe. Most people delete emails versus foldering and…
Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
Send Button Isn't Showing Up in PD Inbox
Hi -- I can't send an email out of the PD inbox currently because the "send" button isn't showing AND there is no way to scroll down to get it show up. Is there a solution to this other than sending the email from the contact record itself?

Email / Smart BCC

Discussion List