How to add a signature to PipeDrive
Pipedrive is one of the most popular CRMs among small businesses and teams to manage their customer communication. If you are one of the happy users, who want to improve their emails using signatures, just follow the steps below.
Option 1
It’s worth mentioning that Newoldstamp is the only HTML signature solution that is supported by PipeDrive.
Step 1
Create a highly functional HTML email signature utilizing an email signature generator:
- Log in email signature generator
- Add your contact details
- Customize the fonts
- Upload the company logo or personal photo
- Add social media links
- Choose the template
- Decide on the color scheme
- Upload a promo banner and a CTA or choose a preset
- Press save and proceed.
- Click ‘Copy and proceed’
Step 2
Open your Pipedrive CRM, go to the ‘Mail menu,’ and click ‘Compose’ a new email.
Step 3
Click the ‘Signature’ option in the bottom right corner.
Step 4
Paste the HTML signature into the placeholder and save it in one click.
After that, your email signature was successfully created and saved. It will automatically appear in every Compose mail prompt in Pipedrive. Any changes to the body of the emails signature while composing an email will apply only to the specific email message.
