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What is email domain authentication?
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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Automate - unopened emails create a new task
Manual send emails, if not open in 3 days, create a new activity automatically.
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Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
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Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
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Email Sync Needs a Toggle to "Make Linked Emails Shared"
Soon, we will be asking all Users to change their Email Sync settings to make their emails PRIVATE, in order to cut down on clutter, personal, and non-relevant emails showing up for all Users in Pipedrive. When we do this, and then rely on folks to actually link their emails to Deals or People, it is imperative that the…
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It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
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Linked Emails Need a Visual Cue that they are Linked
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
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How to Sync Deleted Emails in Pipedrive with Mail Server Sent Folder?
When I delete a sent email from Pipedrive, it doesn’t get removed from the sent folder on my email server. This creates a challenge because, even though I’m trying to keep my inbox organized and free of unnecessary emails, these old sent emails keep accumulating on the server. As a result, I’m running into storage limits…
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Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
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Tracking email opens with tracking pixel
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…