Emails do not always connect to the deal

Luigi
Luigi Member Posts: 10
Photogenic First Comment
in Sales CRM #1

Hi Pipedrivers!

I see that sometimes emails do not automatically link to the deal, even though the contact email is the same.

Could you tell me why that happens? How can I fix this?


Thank you in advance!

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Best Answer

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited November 2022 #2 Answer ✓

    Hi @Luigi

    If the automatic linking is turned on under Email Sync settings, emails link to the deal when the contact person only has 1 open deal (not possible to link under Won/Lost/Deleted deals).

    So when an email syncs into Pipedrive, the system will look for an open lead, deal, or project related to the contact person the email was sent to or received from. When only one such lead, deal or project is found, the email will be linked to it automatically. If more are found, the email won't be linked.

    If you see some problems still, feel free to reach out to our official Support team via in-app chat or email [email protected].

Answers

  • Luigi
    Luigi Member Posts: 10
    Photogenic First Comment
    #3

    Hi,

    Thank you, I will check if there are multiple projects opened when this happens!

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