知識庫

Personalize your email correspondence in Pipedrive by changing the sender name. Learn how to update your sender name and improve your communication.

Manage your email correspondence efficiently in Pipedrive. Learn how to archive or delete emails and keep your inbox organized with our guide.

Manage shared email communication more efficiently by centralizing emails into the Team Inbox.

Learn how to set up email sync in Pipedrive. Connect your inbox, track conversations and keep all sales communications in one place.

Find out how to install and use the Chrome extension for Google Mail in Pipedrive. Track emails, sync conversations and boost productivity.

Create a professional email signature in Pipedrive. Learn how to add and customize or change completely your signature with our step-by-step guide.

Learn how to filter emails in Pipedrive with our comprehensive guide. Get tips on how to effectively manage and prioritize your inbox–Read now.

Find out how to sync multiple email accounts in Pipedrive. Add a second email account, keep your inbox organized and improve email efficiency.

A Guide to concealing recipient addresses and enhancing email privacy. Use the Smart Email BCC feature in Pipedrive to streamline your email communication.

Learn how to find your IMAP and SMTP details for syncing email in Pipedrive. Locate server settings, configure accounts and ensure smooth integration.

Discover how to set up email sync in Pipedrive. Connect your inbox, sync messages automatically and ensure seamless communication with clients.

Generate quick and insightful summaries of email conversations.

Find out why your email threads are not being liked automatically to Pipedrive items.

Generate quality emails, follow-ups and proposals that engage with Pipedrive AI.

Understand the email threading process in Pipedrive and improve the organization of your conversations. Learn how to identify threaded emails.

Boost customer engagement and minimize errors with automated emails.

Understand how Pipedrive organizes data, including leads. Learn how to manage your sales pipeline and structure your CRM efficiently.

Keep your data clean and organized by linking email threads to Pipedrive items.

Learn what email tracking is in Pipedrive. Monitor message opens, track engagement and measure email performance for better sales outreach.

Find and use the Meeting Scheduler in Pipedrive’s Knowledge Base. Simplify scheduling, manage appointments and streamline your workflow.

Find out which features are included in Pipedrive’s plans. Compare options, explore tools and choose the best plan for your business needs.

Discover how to create and use email templates in Pipedrive. Save time, maintain consistency and streamline email communication with pre-built templates.

Easily reach multiple contacts with group emailing in Pipedrive. Learn how to create and send bulk emails, manage responses and track effectiveness.

Understand deals in Pipedrive and how to add them. Learn about the deal detail view, track opportunities and keep your sales organized.

Find out how to set Gmail as your default email client in Google Chrome. Open links seamlessly, streamline workflow and enhance email accessibility.

Save time by setting up automations for less experienced users.

Explore automation options in Pipedrive. Set up workflows, automate repetitive tasks and streamline sales processes to save time.