Skip to main content

File attachment
File attachment
  • Click "Follow" to always stay posted. ↗️
  • Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
  • Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
15 followers
1 question
56 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

Attaching third party emails and attachments to contacts

Hello,

Is there a way to take a third party email from a contact not in pipedrive and attach it to an existing contact in pipedrive?

As well, is there a way to take attachments from a third party contact email not in pipedrive and attach them to an existing contact?

At this point we are having to print an email to pdf or download attachments and manually attach to contacts which is a lot of work for record keeping and correspondence from third parties.

Thanks.

Ability to attach PDFs to campaign emails

Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨

Ted YounCommunity Driver
Software Engineer at Hashsnap

Question: Drag-and-drop file upload sometimes doesn't work

Greetings,

I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem.

When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal.

  1. Steps to reproduce:
    1. Under Windows 10, a Google chrome browser is an active window; that is, it has the focus on a Microsoft Windows desktop.
    2. A windows file explorer is behind this active Google browser.
    3. Drag a PDF from the windows file explorer until the Pipedrive window shows 'Drag files here', then drop the file.
  2. What you expect to see: the PDF file is uploaded to a Pipedrive deal
  3. What you saw instead: nothing happens or the browser opens the PDF file in a new tab.

I contacted the support team with the attached screen recording, but they said they cannot replicate the same issue on their end.

Does anybody experience the same problem on Windows 10? Am I the only one experiencing this problem in Windows 10 with Google Chrome Browser?

File Section: Sync a Whole Google Drive Folder

In addition to "Import From" and "Create New" in Google Drive, it would be great to be able to sync an entire folder. In my workflow, each deal is given its on folder on my local drive which is, in turn, synced with Google Drive. If I were able to "Import" a folder in Pipedrive as opposed to just the file then new documents would be added automatically.  Thanks!