I'm still new to Pipedrive (using it since early 2021) but why are there not more reviews of the apps for Pipedrive? It's hard to decide whether to invest the time in an app or not. I need a simple electronic document signing app integrated into Pipedrive for real estate agreements. Not a lot of love for the DocuSign app. PandaDoc seems good but not sure it is best for what I do. Perhaps Pipedrive should give something back to the users (I have no idea what) for their reviews. Some of the app developers must be frustrated that they... (More)
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Apps and Integrations
Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email sync and Email linking to leads and deals is enabled, but leads have to be created manually
Had a nice chat with support about this, and they promised to take this to the product team, but also posting here to gain support/priority.
The feature I really miss in Pipedrive’s integration with Outlook, is the ability to only synchronize/track emails/calendar entries/contacts assigned a specific category.
You can set that it is only specific folders that are tracked, but maintaining the list of folders to track, as well as moving the emails you want to track to specific folders, is simply not practical in daily work. Having a separate calendar (Calendar folder) for the meetings you want to track,... (More)
We asked Outplay’s sales team members who have consistently achieved their quota targets on what strategy they follow for their superb sales email game. Here are the highlights -
- I like to keep things simple. Every one of my emails follows the AIDA framework. This is how it works - Grab reader’s attention, pique their interest, and generate a desire in them to take an action.
- I go with a short subject line, a personalized elevator pitch, and a catchy CTA at the end.
- I make sure I ask my prospects a question on what problem... (More)