Add multiple main contacts to a deal

Ruven Klunk
Ruven Klunk Member Posts: 9 VERIFIED MEMBER
First Comment

In Pipedrive, you can only add one main contact to a deal. In most cases, however, we have multiple main contacts for a deal. This also affects the automated emails, as these are then only sent to one person. We would like to use automation to send the mail to several contacts within a deal.

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,259 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi @Ruven Klunk, thanks for the feedback! It will be merged with similar requests by other community members for our product team’s consideration.

  • Leo
    Leo Member Posts: 30 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Up Votes

    You can get around this by creating custom contact fields on the deal to plug in the additional connected contacts.
    Then you can add all of them to your automation emails.

  • Ruven Klunk
    Ruven Klunk Member Posts: 9 VERIFIED MEMBER
    First Comment

    But that would only add one person per custom field or?