Auto sync emails sent to 'Participant' contacts on a deal
Hi there,
My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually).
In most companies there are multiple client stakeholders involved in the negotiation of a contract, but Pipedrive will only auto sync emails (attaching them as a record to the deal) if the person identified as the 'Person' on the deal is included. Any of the additional stakeholders' email addresses listed as 'participants' on the deal don't auto sync. It seems crazy that you can only have one main contact per deal.
Thanks
Comments
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Hi @Sophie Chester-Master. I submitted a similar request here. Let's see how it pans out.
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