It would be very useful to be able to link emails to organizations. Anyone else agree?

Logan Bourns
Logan Bourns Member Posts: 4 VERIFIED MEMBER
5 Up Votes First Comment First Anniversary
edited October 25 in Ideas and Product Feedback #1

It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?

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  • Patrick Maldonado
    Patrick Maldonado Member Posts: 4 VERIFIED MEMBER
    edited June 2022 #2

    You can technically link emails to organizations, you just have to send the email through the email field in the organization's contact page. This is a workaround I suppose, though I see what you mean. replying to an email it is not possible to link it directly to an organization.

  • Anne S
    Anne S Member Posts: 2 VERIFIED MEMBER
    Second Anniversary Photogenic
    edited October 2021 #3
    I totally agree. We have the challenge of working with many clients from each organization. I would like to be able to determine which email addresses are linked to an organization. We have not found the organization functionality very effective. Would appreciate any tips or tricks that others can offer.
  • PPCommunication
    PPCommunication Member Posts: 1 VERIFIED MEMBER
    First Comment
    #4

    i am new to Pipedrive, and I thought it was something I did not understand. But I see now its not a field in the contact card for organizations for email. That is very strange for me. Could anyone explain why it is so?

  • Alex Fleming
    Alex Fleming Member Posts: 8 VERIFIED MEMBER
    First Anniversary 5 Likes Name Dropper First Comment
    #5

    Upvoting this - Pipedrive team, we need ability to tie emails to leads/deals/organizations because we have general conversations with organization leadership in the hope of a potential lead / deal but we cannot track those organization level emails before we have a lead or deal meaning the only work around I see is to create shadow organization leads or deals called "Organization General" so that we can track emails

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 27 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    #6

    Hello!

    Currently, emails in Pipedrive link to people if the recipient exists as a contact, and to organizations if the contact is associated with one. To make sure emails link to an organization, simply add the organization to the recipient’s contact card. This way, emails will automatically connect to both the person and the organization.

    We’d love to hear more about your use case and any specific challenges you’re experiencing with this process. Feel free to schedule a chat with us here so we can understand your needs better and explore potential improvements.

    Best regards,
    Helena from Pipedrive

  • Josh Monifi
    Josh Monifi Member Posts: 133 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments
    #7

    Totally agree! Often we are working on a Deal linked to an Org with no contact involved. Even internal convos need to be linked to the Deal or Org.

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