Linking email to deals via "keyword" or "rules"
Simon ICFG
Member Posts: 4 VERIFIED MEMBER
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules.
Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any emails with this reference number will be linked to this deal.
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