Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?

David Božič
David Božič Member Posts: 2
edited July 2022 in Workflow Automation #1
Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
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  • Andre Vill
    Andre Vill Member Posts: 136
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited April 2022 #2
    Hi David!

    I don't really understand currently what you mean by this. You can add an Email field with custom fields if you want. And you could also make a automation that adds Contact email to Deal email.
  • David Božič
    David Božič Member Posts: 2
    edited April 2022 #3
    What is the user scenario is you per example have several Persons that are from same Company that send e-mails inside Pipedrive inbox. I would like to automate connecting all e-mails sent from a specific Person to a certain Deal in Pipedrive so I do not need to go click one by one and connecting them to deals. Hope it was described in enough detail, I can otherwise provide the screenshots.

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