How to link an email to a Pipedrive deal?

Atiqur Rahman
Atiqur Rahman Member Posts: 2
edited November 2022 in Sales CRM #1

If you're like most salespeople, you're always looking for ways to be more efficient and close more deals. One way to do that is to make sure you're linking your emails to your Pipedrive deals. Here's how to do it:

1. Open the email you want to link to a Pipedrive deal.

2. Click on the three dots in the top right corner of the email.

3. Select "Add to Pipedrive."

4. Choose the deal you want to link the email to.

5. Click "Add."

That's it! Now you can easily find all of the emails related to a particular deal, which will help you keep track of your progress and make sure nothing falls through the cracks.

If you need to help regarding Pipedrive related problem, feel free to ask our Pipedrive consultants.