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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…
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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Regarding my sales inbox
Hi, Regarding the new email/sales inbox, is there a way to show the deals that are connected to the email better, like it was before the update. I realy dont like the new update where all we see is a small symbol and we need to hold over it to see what deal this email was assigned too. This makes pipedrive a lot less…
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When sending an email to multiple contacts, would it be interesting to know which contact opened the
When sending an email to multiple contacts, would it be interesting to know which contact opened the email? At the moment you can only know if "someone" has opened the email. The only way to know the person is to send mail one to one.
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Is it possible that there is a bug in the email tracking function?
Hi Everyone, Did anyone else meet with this problem? I am pretty sure, that the other party did not open this email a 100 times.
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Is it possible to run a query of all contacts who have opened a tracked email in last 30 days?
As the title explains - I'm trying to run a query of all the contacts I've emailed in the last 30 days and pull out those who have opened my emails. Is this possible?
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Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
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Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
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Campaigns Email Sequencing?
Please curious if there’s a way to automate resending an e-mail to recipients after “X” number of days in the event they haven’t read/opened the prior sent e-mail? Or in other words, segment out the recipients who opened the original Campaigns email to remove them from a 2nd attempt… I did not see any options for this…
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Work around to Filter Contacts by Email Subject Title (Bulk Send) ?
I want to be able to see WHO opened emails from a specific Bulk Send / Group Email, and then be able to send those contacts a followup message. ...Has anyone figured out a workaround for this?? (with zapier, zapier + PD workflow, or otherwise). It looks like you can't: Export notifications from Sales Assistant (where it…
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Printing / Exporting - Email Tracking Report with Contact Names
I would like to be able to print / export a list of Emails Sent that were Opened (or not) with the names of the Contacts they were sent to so we can follow up.
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Email Tracking across Team
My team needs to see email tracking across the company. We can only see individual tracking from accounts. We really need to see tracking across the company or we don't need to have multiple accounts.
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API endpoint to send emails (or a way to add pipedrives open mail tracking to outlook msg)
Hi, so here's the situation, Pipedrive's tab gets lost pretty quickly in my browser, but everytime I get an email, there's a big notification from outlook overlayed over everything, so autopilot kicks in, I click the notification and reply. Problem is, I would like to track some of those responses, it seems to me that 2…
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WebForm QR Codes
I have a separate QR Code creator, but it would be nice to have a QR code generator in the Share and Embed section of Webforms.
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What is the best way to launch traceable surveys?
Hi everyone!!! I would like to launch a customer survey for our B2B Real Estate SaaS users. I would like to ask serveral questions to different profiles (segmented audience): Trial users who accesed the platform and didn´t sign a contract Trial users who haven't even accessed to our platform Current customers I am looking…
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Multiple e-mails
I am a Business Development consultant and I will often have a separate e-mail related to a client that I'm working with. Namely an email in their company since I'm doing business development for them. I don't think there is a way to link those e-mails in my single user Pipedrive account and therefore track activity per…
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Changing linked deals in emails
Very often an email will go to the wrong deal and to change the email to another deal is very difficult. It first needs to be unlinked and then I need hunt through 5000 emails to find it again and then link it to the correct deal. It would be great to have a link in the email, in the deal to "link to another deal".
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How to set up UTM link feature for automated emails?
Hi Pipedrive team/community I was exploring options on how to send automated emails using a template triggered with some action that would have some deal parameters pushed as a part of UTM in the link? Using this it could be registered in external form using a hidden field and it would reduce the strain of person filling…
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How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
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Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
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Emails do not always connect to the deal
Hi Pipedrivers! I see that sometimes emails do not automatically link to the deal, even though the contact email is the same. Could you tell me why that happens? How can I fix this? Thank you in advance!
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
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Email tracking lots of clicks... can this be right?
I sent out several emails with link tracking turned on to several people individually today. In my email tracking notifications panel, it's showing me several people who opened the email 2 or 3 times, but who have 15, 17 and 18 clicks on links. Is that even possible? Could it be miscounting or does it mean that maybe they…
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Show Email history in contact with related 3rd party supplier or source
My clients have suppliers that they email and use for their customers/clients as an example: Insurance Agents Use the same underwriters for their many different clients and would like to show the history of the email when sent inside the Contact view similarly to how an email is linked inside a Deal when the email was sent…
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Improving deliverability of emails sent with Pipedrive
Hey everybody, Out of curiosity, I did a test with mail-tester.com to evaluate deliverability of emails sent with Pipedrive (connected to my IMAP/SMTP mail provider). The result is pretty good but there are 3 points where Pipedrive could improve. Plus those 3 are quick wins : The tracking code (to know if email was opened…
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Different deals with same customer email synch
Hi Pipedrivers, if I have had a deal with a customer in the past on Pipedrive and I have to open a new one, all the old emails related to the past project are also synchronized on the new. Is there any way to differentiate them? Thanks in advance!
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Request for a bug fix re: tracking email opens and hidden images
I've noticed that when I send an email from pipedrive the client gets a notification that there is an image attached. When they click accept, no image appears. This doesn't give a good impression. I've therefore switched back to sending emails from google mail and using Mailtrack to track opens. Any indication if this bug…
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Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
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Campaign emails not generating any responses or emails
Have sent about 20 campaigns so far but have never had any bounces or out of office replies or any actual positive or negative response from them. Anyone else had this issue? Send the same campaign to the same list on mailchimp or hubspot and I get responses and out of office replies etc? Have tried opening a case with…