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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…
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AUTOMATIZEI OS EMAILS, MAS ELES NÃO SÃO ENVIADOS.
Olá pessoal, Estou com um probleminha que atrapalhou muito meu fluxo de cadência. Eu criei uma automação na qual sempre que um negócio é criado na primeira etapa um email é enviado automaticamente. Testei criando um negócio e deu muito certo. O email foi enviado na hora. Porém, quando adicionei 123 contatos nenhum email…
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
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Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
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📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
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New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…
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Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
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Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive