How do I share an email in Pipedrive?

You can share your emails individually by going to your inbox and marking each one as shared on the right-hand side. You can also share your emails in bulk by checking the boxes next to the email threads you want to share in your inbox and clicking on the Share button.

Does Pipedrive have email automation?

New York — March 5, 2020 — CRM company Pipedrive today announced that it has acquired Mailigen, provider of a cost-effective, easy-to-use email marketing automation solution.

What does Pipedrive integrate with?

Outfunnel is a marketing automation tool with a tight 2-way Pipedrive integration. Automate your email marketing, track website visits, calculate lead scores, and give your sales team more context about leads.

How do I create an email template in Pipedrive?

You can add and customize templates by going to the Email tab of your Pipedrive account, clicking ‘Compose’, and then clicking the ‘Templates’ button in the bottom right hand corner. Email templates can also be sent — or edited — from the Send email prompt of any of the Detail View pages of your Deals and Contacts.

How do I bulk delete contacts in Pipedrive?

Bulk deleting items is possible from the List View by using the checkboxes — found on the left side of the table — to select the items you wish to delete. After selecting the items, you will then see a trash icon appear above the list. Clicking the trash icon will then delete all of the selected items.

Does Pipedrive integrate with Shopify?

Sync Shopify customer data, automate your entire order processing. Sync contact data, manage deal flow and automate your sales pipeline in Pipedrive. Do much more by connecting Pipedrive and Shopify.

Is Shopify a CRM?

A robust Shopify CRM system integrated with your store enables you to easily view all these important data and information, which have direct influence over the sales, revenue, and growth of your Shopify store.

How do I sync my email with Windows 10?

Click the Sync button in the Mail app, at the top of your message list, to force the app to sync. Customize your sync settings in the Mail app (Settings > Manage Accounts > select the desired account > Change mailbox sync settings).

How does Pipedrive work with smart email BCC?

Pipedrive features two methods of managing your email conversations with your customers: Email Sync and Smart Email BCC. Whichever method you use, Pipedrive will intuitively calculate which contacts, leads, and deals your email conversations belong to, based on the email address you’re sending the message to.

How can I copy email to my Pipedrive account?

Smart Email BCC. It allows you to easily copy emails to Pipedrive by using your personal [email protected] email address. Simply BCC that address, no matter which email provider or client you use, and the emails will appear inside Pipedrive. These emails can be copied to the relevant deals and contacts in a blink.

How does the Smart email BCC function work?

Our Smart Email BCC function allows you to manually forward individual email threads from your email provider into your Pipedrive inbox. Once the email has been forwarded, you can then link the thread to any relevant deals or people contacts in your Pipedrive account.

Where can I Find my company specific BCC address?

You can find the company-specific universal BCC address by going to Personal preferences > Email sync > Smart email bcc address. Once the company-specific universal BCC address is copied, you can then paste it into the BCC section of any email sent out or forwarded from your email provider.