The Pipedrive integration for Superhuman Mail allows you to:
- See Persons, Companies, and Deals details right from your inbox 👀
- Customize which sections and fields you see 🛠️
View Pipedrive data
You can view Pipedrive data associated with the contacts that you are emailing. Simply hover over a recipient in an email and the data will display in the right sidebar.
To get started:
- You must first be on the Business or Enterprise plan.
- Click Settings → Pipedrive.
- Then, log into Pipedrive and you’ll see CRM information in the sidebar for any contact that has a record in Pipedrive!
Customize your View
You can customize the sections in your Pipedrive sidebar. To add or remove fields, click ⚙️.
You can update Pipedrive fields by hitting Cmd+K or Ctrl+K → Edit, then hit Cmd+Enter or Ctrl+Enter to save.
Auto-Bcc
Superhuman Mail allows you to add your Pipedrive-generated Bcc address to every message that you send. To get started, first find your Pipedrive Bcc address:
- Open Pipedrive.
- Find your profile icon in the top right corner, and hit Personal Preferences from the dropdown.
- Expand the settings menu next to settings / personal preferences and hit Email sync.
- Navigate to Smart Bcc email and copy the smart Bcc email address.
Then, in Superhuman Mail you'll want to:
- Hit Cmd+K or Ctrl+K → Auto-Bcc Settings.
- Paste the Bcc address into the window that appears.
- Hit Enter to save the change.
FAQs
How do I remove the Auto-Bcc address from all messages moving forward?
- Hit Cmd+K or Ctrl+K → Auto-Bcc Settings.
- Delete the Bcc address from the field.
- Hit Enter to save your changes.
How do I remove the Auto-Bcc address from a single message?
- While drafting your message, hit Cmd+Shift+B or Ctrl+Shift+B to expand and bring Mail's focus to the Bcc field.
- Delete the Auto-Bcc address from the Bcc field.
How do I edit Pipedrive data in Superhuman Mail?
Edit access is not currently available for Pipedrive CRM.
Does this work in the Mobile apps?
The Pipedrive integration is only available on Desktop at the moment.