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Pipedrive CRM

Pipedrive: Smart Docs

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Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive) and create documents & document templates using dynamic data from Pipedrive.  Check out the additional features below.

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Pipedrive: Send Group Emails

By Pipedrive CRM No Comments

Please note that this tip requires the email sync feature to be enabled.
Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the feature fool you!  Selecting “Group Email” allows you to send emails to recipients individually using a single template.  So, if you have a list of 10 potential clients to follow up with, you can send a personalized email to each of them individually, with just a few clicks.

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