Skip to main content

Outlook
Outlook
0 followers
1 question
26 posts

Interested in this topic?
Sign up up or log in now to follow this topic, join the discussion, and always stay updated.

Outlook Plug-In

I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes).

We worked with Freshsales/Freshworks for quite a while and this was a great enhancement to the workflow of getting new requests into the CRM efficiently and thus getting a higher acceptance within sales (using the BCC now in Pipedrive but it doesnt work all the time). Getting data in should be don with the minimal... (More)

John Marsh
Business Broker | M&A Advisor

Archive in Outlook = Archive in PD

It would be wonderful if my inbox in PD would match my inbox in Outlook. When I delete an email in Outlook it will delete it from my inbox in PD, but the same can't be said for archiving. Can you please add this to the "wish list?"

 

Jeffrey Dromeshauser
VP of Business Development

Outlook Sync

I just noticed...probably should have before...that any recurring Outlook items sync to Pipedrive as LOCKED activities and cannot be removed.  This is troublesome when that item may have ended as you cannot remove it from your Pipedrive calendar or use that time for Scheduler.

Would love it if there was a way to get that fixed.

Anyone using Outlook add-on "Send Personally"?

It allows me to put many names in the “To” field in Outlook, then in the body use a salutation like, “Hello “ then type “%USERFIRSTNAME%,” hit “Send Personally” instead of “Send” and voila, from one email I have many emails sent, each with a customized “Hello {firstname},”. Thus, each recipient gets their own email and has no idea I sent the exact same one to many other people.

These used to attach individually to the correct Deals in Pipedrive. A little over a year ago, something changed and now when I do this, Pipedrive randomly chooses one of the... (More)