Pipedrive, a powerful CRM tool, offers a convenient way to link multiple deals with a single email, streamlining your sales process and enhancing productivity. In this step-by-step guide, we'll walk you through setting up email sync, managing and linking multiple deals via email, utilizing email templates and signatures, and exploring advanced email features like tracking and archiving. By the end of this guide, you'll be able to effectively use Pipedrive's email functionalities to optimize your sales communications and close more deals.
Setting Up Email Sync in Pipedrive
Integrating your email accounts with Pipedrive is a straightforward process that enables seamless email communications linked to multiple deals. Pipedrive's email sync feature is compatible with a wide range of email providers, including:
- Gmail and Google Apps
- Yahoo! Mail
- Office365/Microsoft365
- Microsoft Exchange (ActiveSync)
- Outlook.com (a.k.a. Hotmail)
- iCloud (a.k.a. MobileMe or DotMac)
- AOL Mail
- FastMail
- GandiMail
- GMX
- Mail.ru
- Yandex.Mail
- GoDaddy Mail
- Hover.com
- Namecheap
- Bluehost
- Soverin
- Zimbra
- 123-reg
- 126
- QQ Mail
- Aliyun (Alibaba Group)
- Netease 163 (China)
- Yeah.net
- 139.com (China)
- Any custom account syncing through generic IMAP via an SSL connection
To set up email sync in Pipedrive:
- Go to Personal preferences > Email sync.
- Click the "Add new account" button.
- Provide the login credentials for the email account you want to sync with Pipedrive.
- Confirm your email tracking settings, labels to sync emails from, and the date to begin syncing from.
- Choose whether to sync past emails or start with an empty inbox.
- Click the "Sync" button to begin the syncing process.
Once set up, all incoming and outgoing mail will be synced to your Pipedrive account and associated with the corresponding contacts and deals.
Managing and Linking Multiple Deals via Email
Pipedrive offers a convenient way to link multiple deals to a single email, keeping all relevant information in one place. To link multiple deals to an email:
- Compose a new email or reply to an existing one within Pipedrive.
- In the "To" field, enter the email addresses associated with the specific deals you want to link. These email addresses should be the same ones used in the contact records for each deal.
- Pipedrive will automatically detect and link the email to the corresponding deals based on the email addresses provided.
Pipedrive also offers automatic and manual linking settings to manage email-to-deal associations:
- Automatic linking: With this setting enabled, Pipedrive will automatically link emails to deals based on the email addresses present in the "To," "Cc," and "From" fields.
- Manual linking: If you prefer more control over the linking process, you can disable automatic linking and manually link emails to deals using the "Link with deal" option within the email view.
Choose the appropriate linking setting based on your preferences and the complexity of your sales process. Automatic linking is ideal for simpler workflows, while manual linking provides more flexibility for intricate sales processes involving multiple stakeholders.
Save time on these tasks by using Bardeen's Pipedrive playbook. Simplify your workflow and focus on closing deals while the rest is automated.
Utilizing Email Templates and Signatures
Pipedrive's email templates feature allows you to create and customize reusable email content, saving you time and effort when communicating with multiple deals. To create a new template:
- Go to the "Email" tab in your Pipedrive account.
- Click on "Compose" and then "Choose template" below the email subject.
- Click "Save draft as a template" to create a new email template based on your current email content.
You can also manage and edit existing templates by clicking "Manage templates" in the template dropdown menu. Here, you can:
- Edit template content and settings
- Adjust the order of templates in the dropdown menu
- Set templates as private or shared within your company
To optimize your email templates for multiple deals, consider using merge fields. These fields automatically populate email content with specific information from your deals, contacts, and organizations. Simply click "Insert field" when composing an email template and select the desired Pipedrive field, such as Name or Owner.
In addition to templates, professional email signatures can enhance your business communication. Create a consistent and branded signature that includes your name, title, company logo, and contact information. You can set up your email signature in Pipedrive by going to "Settings" and then "Email sync."
By leveraging email templates and signatures in Pipedrive, you can streamline your communication process, maintain a professional image, and effectively manage multiple deals through email.
Advanced Email Features: Tracking and Archiving
Pipedrive offers advanced email functionalities that help you gauge recipient engagement and maintain an organized email environment. With email tracking, you can monitor when your sent emails are opened and if the links within them are clicked.
To enable email tracking, go to your Personal Preferences, click on "Email sync," and toggle on the "Open tracking" and "Link tracking" options. Once enabled, you'll see tracking icons in the compose window, allowing you to track specific emails.
After sending a tracked email, you can view the tracking information within the sent email itself or in the detail view by hovering over the open and link icons. You'll also receive notifications through the Sales Assistant when an email is opened or a link is clicked.
Archiving emails is another valuable feature that helps keep your email environment clean and organized. By archiving emails, you can remove them from your inbox while still retaining them for future reference. To archive an email, simply click on the "Archive" button within the email view.
Pipedrive's advanced email features, such as tracking and archiving, provide valuable insights into recipient engagement and help you maintain a clutter-free email environment, ultimately enhancing your email management and communication processes.
Save time on these tasks by using Bardeen's Pipedrive playbook. Simplify your workflow and focus on closing deals while the rest is automated.
Sharing the same email to link deals in Pipedrive is done manually, but why not streamline your workflow by automating this process with Bardeen? Not only can this save you time, but it also ensures accuracy and consistency across your sales team's communications. Automating your Pipedrive actions can lead to more efficient deal tracking, better collaboration among team members, and ultimately, more closed deals.
Let's dive into some of the automations you can set up with Bardeen to enhance your Pipedrive experience:
- Copy email to the related Pipedrive deal: This playbook automates the process of associating emails with their respective deals in Pipedrive, ensuring that every interaction is tracked and nothing falls through the cracks.
- Send a Pipedrive deal's information in Slack: Keep your team updated by automatically sending deal updates from Pipedrive to a designated Slack channel or user, facilitating quick communication and collaboration.
- Copy all Pipedrive deals to a Google Sheet: For enhanced reporting and analysis, this playbook allows you to export all your deals from Pipedrive into a Google Sheet, giving you a comprehensive overview of your pipeline.
Implementing these automations not only reduces manual work but also enhances data accuracy and team coordination. Get started by downloading the Bardeen app at Bardeen.ai/download
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