Link emails manually from organisation/deal/person

Martin Pecha_2338
Martin Pecha_2338 Posts: 192
100 Comments Second Anniversary 5 Up Votes 5 Likes
edited July 25 in Sales CRM #1

Emails are still the issue in pipedrive. 

When you automatically sync your gmail, it happens, that they are sometimes assigned to the wrong person/organisation/deal - especially if you send emails with the same subject and add someone from your company as cc - pipedrive this consider as the same thread.

It would be nice to have the same option as with tasks - just relink the email manually from deal/organisaton/person detail page - using similar system as in task

image
5f54a8e7e20d8f244b9b37b5_56272.png
Tagged:

Comments

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited September 2020 #2

    Hey, Martin!

    Thank you for the question. Hope you are having a good day?

    Vladimir is here to help.

    The issue was somewhat tackled when Pipedrive rolled out in-house email sync, and it has no threading (unlike the Nylas sync). No threading - no emails with same subjects that get attached to wrong contacts!

    You can reach out to [email protected] or via in-app chat to ask to be transferred to the new sync. 

    Please note that, however, the sync can be switched for the whole Pipedrive company only.

    kind regards,
    Vladimir