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What if you want to sync emails more than one-year limit
Greetings, I have a client who wants to sync all his emails to Pipedrive. But it turns out that Pipedrive has a one-year limit for email sync. Is there any way to sync emails older than one year? Thanks.
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MAIL > SORT/VIEW & CONVERSATION THREADING
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
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Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
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It is possible to make bulk operations on mail to assign labels and/or projects/deals
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
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Email # of opens
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Controlling emails added to Pipedrive with LABELS
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
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Sales Inbox: Looking to speak with customers & reseller partners for research
Hello Pipedrive community members! 👋 Ever find it tough to decide which emails need your attention first? Or does crafting effective email content take up more time than it should? If this resonates with you, we’d love to have a chat. We’re interested in understanding your workflow, the challenges you face, and gathering…
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Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
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Automatically creating a "Done" Activity after an email is created & sent
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
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Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.
I must transfer a historical conversation record to a new lead for customer follow-up.
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Hello, How can I bring an old conversation from my email to a new lead? Thnks a lot
I need to bring an old conversation record to a new lead for follow-up costumer
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Signature for each synchronized email
Each synchronized email needs a different signature. What's the point of paying to have several emails and not having a signature for each of them?
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Automated Sequences- how can I change the sender email?
Hi there, I created an automated email sequence for our reps to use in follow up, first under my name and ownership to make sure it was working, then transferred ownership over to the rep. Even after transferring ownership, the emails are still sending from my email domain. Is there another step I need to take to change…
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Contact lists from outlook into Pipedrive
Hello, new here.. I have a group of contacts that I want to email 50-100 times a day from 50-100 different new deals from the DEAL PAGE. It is the same group of people, or groups of people and on occasion I will want do remove an email within the list, so as to not send to that person. SCENARIO I have 13 contacts that I…
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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Partner Email Template Access
As a partner seat you get access (once applied via settings) without the need to use other users' logins. However I've noticed a slight project block where I am configuring email templates, but the project plan requires the client to sync the correct email inbox. I cannot configure account specific email templates until…
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Best way to have EA screen emails and create deals?
Hi! I'd like my executive assistant to screen incoming emails (to my email) and create deals based on those emails. We each have unique Pipedrive users. I want to avoid doing the initial screening and deal creation myself as I have other responsibilities. What is the best approach to this? Share a single user (mine)? Sync…
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How to automatically complete an 'Email' activity by sending an email
Suppose that I have an 'email' activity linked to a deal. Once I send an email, this email is automatically linked to this deal through email sync or smart-bcc. I'd like to know whether such an automation can apply to an email activity as well. Right now, I have to mark each email activity as done one-by-one, which is…
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Any third-party tools to make follow up email automations be linked to the original email?
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
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Pipedrive issues
Hi there, I am having an issue with Pipedrive and the Smart BCC. After I forwarded an email to the Smart BCC email only (in my outlook, in Sent emails, you can see that the email was forwarded only to the Smart BCC email address), in Pipedrive, this email seems to be sent to two of our customers, from different accounts.…
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Fix Email Reply Scroll Please
Hi, loving Pipedrive so far. One of my only gripes has been that every time I reply to an email, it automatically makes me scroll all the way down. Its one of those things that does not seem like a big deal until you have to send out 50 emails. Any way we can have this fixed to maybe have an option for reply to be directly…
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Customise column width on e-mail window
Please oh please let me customise the column width on the email viewing page. The latest change gives so much space to the title and preview of the mail and even whitespace on the owner of the deal, but so little space to the deal name. The deal name is actually the most important part to me to check if everything is…
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emails synchronisation in Deals
Hello Pipedrive community ! I can't manage to synchronise the emails for all the Deals I've created. To my great surprise, for some cases, all the emails are there, and for others (the vast majority), no email appears. I tried to compare all the files; all the information was entered identically for each case... And yet…
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Support for meeting invitations in ICS format in Pipedrive mail?!
As web meetings are becoming more common in times like these, it is very annoying to not be able to see the date, time or be able to accept, decline in Pipedrive mail!
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Inbox Issue
I have recently logged an issue which is impacting our company. Unfortunately there does not seem to be a solution at present so I would like to highlight this feedback to you as it may well impact other users. We are a small company and use Pipedrive for our email communications. There are 2 of us who access the in box to…
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Emails stuck in the outbox
Hello, A lot of our emails get stuck in the outbox and we are obliged to manually refresh to send the email. This is time-consuming. Furthermore, we are unable to contact the support. When we click on the chatbot, nothing is getting launched. Has someone else experienced these issues? Best, Nathalie PS : We have not…
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Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…