Note: The Email Sync feature is one of the many useful features of Pipedrive’s Gold plan. To learn how to switch plans, click here.
Email Templates are one of the easiest ways to save time as a salesperson - so what better way to increase your productivity than to start using email templates in Pipedrive!
Templates are available to Gold and Platinum users who have email sync set up. Once you have that, using email templates is easy. You can add and customise templates by going to your email tab, click 'compose', then click the templates button in the bottom right hand corner:
Pipedrive gives you a couple of templates to get you started, but to set up new ones just type an email in the composer, then click Templates, and Save Draft as Template.
Clicking on the template manager will also allow you to edit and adjust the order of your templates.
Email templates can also be sent, but not edited, from detail view pages (deal pages, person pages, and organization pages) through their respective email tabs.
Lastly, email templates are personal, so each of your users will need to write their own, which also allows them to each have their own special flair.
So select your template, personalise it for that customer, send it, and you're done!
To see how to best use email templates, we also made this video for you that shows everything written above: