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
- Log in to your Pipedrive account and go to Settings (gear icon) > Email.
- Scroll down to the Email signature section.
- Click on the Add signature button.
- Enter your email signature in the text box. You can use HTML code to format your signature.
- 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:
- Log in to your email client (e.g., Gmail or Outlook).
- Go to your email client's settings (e.g., Gmail: Settings > General > Signature, Outlook: File > Options > Mail > Signatures).
- Create a new signature or edit an existing one.
- Add the following code to the signature:
{{ Pipedrive.email_signature }}
- Save your changes.
Tips:
- Make sure to use the correct syntax:
{{ Pipedrive.email_signature }}
- You can customize your email signature by adding your name, company name, contact information, or any other relevant details.
- If you're using a third-party email client, ensure that the email signature is enabled for your email account.
- If you're using Pipedrive's built-in feature, the email signature will be added to all outgoing emails from your Pipedrive account.
By following these steps, you'll be able to add a professional email signature to your Pipedrive emails.