✉️ Exciting Updates to Email Linking 🔗

Helena Parmask · November 22

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:

Linking emails to items – detail views.png

Sales Inbox list view:

Linking emails to items – Sales Inbox (1).png

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

Janus Askø Madsen · November 22

Sounds nice. I would love to have early access

Helena Parmask · November 22

@Janus Askø Madsen You’re all set! Access has been enabled for you.

Brandon Wood · November 22

Will you be able to link an email to multiple deals?

Helena Parmask · November 22

Hi @Brandon Wood 👋 With this release, we’re focusing on enabling email linking directly from detail views, which has been the most common request from our customers. The ability to link a single email thread – or individual emails from a thread – to multiple deals has also been suggested by our customers, and is definitely on our radar for future updates. You can read more here: How to link email threads to Pipedrive items

axwil20 · November 22

Great addition! +1 on Brandon’s comment too.

allenstarrett · November 22

Hi. I would love early access also. Thank you!

Helena Parmask · November 22

Hi @allenstarrett, access granted ✔

Jonas Rajanto · November 22

+1, would like early access please!

Helena Parmask · November 22

Hi @Jonas Rajanto, access granted ✔

David Štefanko · November 22

Hi there, I would love to have the early access as well to this nice feature!

Btw, +1 on linking email to multiple PD items :-)

Helena Parmask · November 22

Hi @David Štefanko, access granted ✔

Purnima · November 22

Hi

I would like early access please.

Thanks

Purnima

Juraj Wertlen · November 22

Hi. I would love early access also. Thank you!

Josh Monifi · November 22

This is great news!! Thank you, Pipedrive!!!!! Yes, we would love early access, too! This is perfect timing for working with all of our Users to review their Email Sync settings!