✉️ Exciting Updates to Email Linking 🔗

Helena Parmask
Helena Parmask Pipedrive Team Posts: 27 PIPEDRIVE TEAM
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edited December 13 in What's New #1

We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy.

Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track interactions, manage deals efficiently, and ultimately close deals faster.

Previously, emails could only be linked through the Sales Inbox thread detail view, which many customers found inconvenient and time-consuming, especially for those who primarily work within detail views.

What’s new?

1️⃣ Linking across multiple locations: You can now manually link, unlink, and re-link email threads to items like deals, leads, and projects from various locations in Pipedrive, including:

  • Detail views:

  • Sales Inbox list view:



2️⃣ Admins can now manage email linking: In response to customer feedback, we’ve expanded manual linking permissions beyond thread owners to include Admins. Typically, Admins support sales teams by keeping CRM records clean, managing entity links, and ensuring data accuracy for better sales efficiency.

Rollout plan & documentation

We’ve started a gradual rollout, so some customers already have access to the update. We aim to make the update available to everyone by the end of 2024.

For step-by-step instructions, check out our new comprehensive guide How to Link Emails to Pipedrive Items. This resource covers the new functionality, existing linking logic, and answers to frequently asked questions.


Want early access?

If you’d like early access to the update, let us know, and we’ll enable it for your account. We can’t wait for you to try the new functionalities and hear how they improve your workflow!

Update on December 12, 2024:

Great news – the new functionality is now live for everyone 🎉 We’d love to hear your thoughts. If you have a moment, please share your feedback through this quick survey:  https://forms.gle/hGbuJtAudaCZMYPv8


Thank you,

Helena from Pipedrive



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