Efficient Mass Emailing in Pipedrive: A Step-by-Step Guide

How to Send Mass Email in Pipedrive

Sending mass or bulk emails in Pipedrive is a straightforward process that can significantly enhance your business communications. This guide will walk you through the necessary steps and best practices to efficiently send mass emails using Pipedrive.

Automate your Pipedrive email tasks to save time and enhance efficiency. Download Bardeen and discover how.

Mass Email Pipedrive

To begin sending mass emails in Pipedrive, ensure that you have Email sync enabled with a valid email account. If you're not an admin user, you will need an admin to enable "Bulk edit items" under global permission settings for you. This feature is available on Advanced and higher plans.

Pipedrive Bulk Email

Mass emailing in Pipedrive can be done from various views including the list view of the leads, deals, people, and activities tabs, as well as the contacts timeline view of the contacts tab. Select the contacts you wish to email, then click the “Send group email” button. You can select up to one hundred contacts at a time; if you need to email more recipients, repeat the process as necessary.

Send Bulk Email Pipedrive

When sending a bulk email, you'll need to provide details such as recipients, email template, and visibility. Pipedrive allows you to use a previously constructed email template and set the email's visibility based on permissions. Note that there will be a 30-second delay when sending group emails to prevent them from being blocked by your email provider.

Pipedrive Send Email API

For a more automated approach, Pipedrive's API currently does not support sending emails directly. However, you can utilize Webhooks or third-party tools like Zapier for automation that involves sending emails. These tools can help you create a system where emails are sent out in response to specific triggers within Pipedrive.

Supercharge your Pipedrive with automations to close more deals. Explore helpful Pipedrive automations.

Viewing Your Sent Emails

To view your sent emails, navigate to the Outbox section of the email tab to see pending emails, or the Sent section to view emails that have already been sent. The status of the email can be “Queued”, “Sending”, or “Sent”.

How to Use Filters When Sending Group Emails

Using filters can help manage the contacts you've already emailed. In the people list view, select “Add new filter” from the dropdown menu. Options like last email received and email messages count can help you target contacts more accurately. Adjust these filters as needed to refine your recipient list.

Enhance your email marketing efforts by automating Pipedrive with Bardeen playbooks.

Sending mass emails in Pipedrive can be automated to enhance efficiency and ensure consistent communication with your contacts. While Pipedrive offers built-in email capabilities, integrating it with Bardeen allows for advanced automation that can save you time and streamline your email marketing efforts.

Automating email tasks within Pipedrive using Bardeen not only simplifies the process but also opens up a range of possibilities for personalized and timely communication. Here are some examples of how you can leverage Bardeen's playbooks:

1. Send an email to a Pipedrive contact: This playbook automates the process of sending an email directly to a contact in Pipedrive, ensuring that you can maintain personalized communication at scale.
2. Copy email to the related Pipedrive deal: Keep your deal records up-to-date by automatically copying email communications into the associated Pipedrive deal, enhancing deal tracking and team collaboration.
3. Create a note in Pipedrive with the selected text: Capture valuable insights directly into Pipedrive by creating notes from selected text on web pages, making sure no critical information is lost.

Explore these playbooks and more to fully harness the power of automating your Pipedrive workflow. Get started by downloading the Bardeen app at Bardeen.ai/download