How to add an email signature in pipedrive

To add an email signature in Pipedrive, you'll need to follow these steps:

Method 1: Using Pipedrive's built-in feature

  1. Log in to your Pipedrive account and go to Settings (gear icon) > Email.
  2. Scroll down to the Email signature section.
  3. Click on the Add signature button.
  4. Enter your email signature in the text box. You can use HTML code to format your signature.
  5. Click Save to save your changes.

Method 2: Using a third-party email client

If you prefer to use a third-party email client like Gmail or Outlook, you can add your Pipedrive email signature using the following steps:

  1. Log in to your email client (e.g., Gmail or Outlook).
  2. Go to your email client's settings (e.g., Gmail: Settings > General > Signature, Outlook: File > Options > Mail > Signatures).
  3. Create a new signature or edit an existing one.
  4. Add the following code to the signature: {{ Pipedrive.email_signature }}
  5. Save your changes.

Tips:

By following these steps, you'll be able to add a professional email signature to your Pipedrive emails.