Emails are not completely syncs for a deal/contact

Alisha
Alisha Member Posts: 12 VERIFIED MEMBER
First Comment Photogenic
in Sales CRM #1

Emails are not fully syncs under a deal for one contact, I'm not sure how sync work but it would be great to have all the emails from same contact appear in same deal to have better visibility of communication.

This is not a cache Issue so please don't suggest that solution, it is a feature request and would be great if can be incorporated in future updates.

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Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @Alisha!

    This can be achieve with a few different strategies. To make sure all emails from the same contact show up under one deal in Pipedrive and keep track of communications better, here’s what you can do:

    Option 01: when you see emails that aren’t linked to the right deal, you can manually link them. Just open the email in Pipedrive and connect it to the deal it belongs to.

    Option 02: when you send emails from your regular email, use Pipedrive’s BCC feature. This automatically logs your emails in Pipedrive and connects them to the correct contact and deal.

    Option 03: each deal in Pipedrive has a special email address you can use (called "deal specific address"). When you use this email for related messages, they automatically get linked to the right deal.

    Last but not least, since you mention not knowing much about how Email Sync works in Pipedrive, here is a list with several different articles about this feature. This can help with further questions you might have.

    I hope this helps :)

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