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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
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Visibility for scheduled emails
I'd love for other users to be able to see my scheduled emails. I often work with others on the same deals, and they need to be able to see when an email is scheduled. Thanks!
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Sync deleted emails
We would love to be able to delete emails in Pipedrive and have the emails also be deleted in our Outlook. This would be more efficient rather than having to do it twice. We really enjoy that our emails are synced, however, this would elevate it even further.
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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Wrong Translation in Korean: 'Archived' in sales inbox
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm reporting another Korean translation mistake. How to reproduce: Visit https://app.pipedrive.com/mail/archive to see the archived emails. What you expect to see: The left menus show it's an archived mail box. What you saw instead: The Korean…
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Send email as High Priority
Hi, In outlook and other email clients it is possible to send email with a high priority flag. I couldn't find that option in Pipedrive, so would like to know whether it is available and hidden behind a setting or PD does not support this. Thanks, Paulo
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Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
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Is it possible to send emails from someone else's sender address in my business unit?
As a group of consultants we use Pipedrive as our CRM and Sales tool. As a marketing manager, I would like to set up a campaign in which I use the consultants linked email accounts to send emails in their name and with their sender address to contacts assigned to them. How can I set this up? In the automations tool I can…
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AI-Powered Auto-Tagging for Emails in Pipedrive
An AI-based auto-tagging feature could transform email management in Pipedrive. Users should be able to define specific tags that are automatically applied based on: The content of the email (e.g., keywords or topics). 2. The sender’s email address or specific domains. 3. Custom criteria fields to allow flexible tagging…
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OPTION TO CC ON BULK EMAILS
Currently when I do a bulk email, I can't cc my sales rep on the email, how can we make that possible? How can the support team help me get this feature I need? Pipedrive has built a great system with many complex features, this request is a small ask and something that can be easily done, please go back to your support…