Link email to DEAL!

Martin Pfeiffer

Dear Pipedrivers,

I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year.

If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal.

My suggestions here would be:

• link emails based on email subject line
• relink all new emails based on when (=> date & nothing before = no older emails) an email had been linked to a new deal and also stop those new emails showing up in older linked deals
• the above only works when we do one deal at a time with a client
• BUT we have sometimes 5+ simultaneous open deals with same client with similar or same contact person/participants involved for which a custom link to deal function might be required: like (email subject line + from the date of linking to a new deal)
• or emails can be linked/unlinked individually

Would like to hear if the community has any suggestions for the interim + ideas for a feature suggestion therefore.

THX

Ed Stephenson

Or, Keep all email sent from within a deal in that deal forever. Incoming mail can be assigned to a deal and should also stay there.

This is a HUGE deal (no pun intended).......

Mike van der Valk

Hi @Martin Pfeiffer thanks for bringing it up. We have a team working on emailing in Pipedrive and threading emails and linking them has been one of the hardest nuts to crack for sure and it's definitely not ideal yet. I'll make sure your comments reach our email team for future improvements on that front. Thanks again!

Matias Böhmer

HI @Mike van der Valk, any updates on this matter? At our company we include the Pipedrive deal number in every email subject, maybe this could help in linking emails to the correct Deal.

BFL

@Mike van der Valk

Hi Mike, here at Blue Field Law we have clients that have several open deals and all have the SAME email. Currently all emails starting from one deal gets crossed into another and makes a huge mess. To unlink and link each email is no easy task either. First go to all emails find the one to unlink, unlink it and then link it to the correct deal. There are 100's of emails and this does not work.

1- Any solution so far for this? The support people don't really get the problem and when they do they have no solution.

2- Can we link/unlink emails with an outside api (zapier) according to some characteristic of the email for example we can embed the deal number in the subject like (2897) and zapier can then unlink anything with (2897) in the subject and link it to the 2897 deal. Does the api side of pipedrive allow for something like this?

3- Any other suggestions.

Also note there are two scenarios. One is pipedrive creating a new email and the other is the outside party sending a new email starting a new thread. The second case, there is no way to know which of the mulitple deals with the same email this new email belongs to and that's fair game to link manually. However today even if we send a new email from a given deal, the entire thread will appear randomly in another deal belonging to the same email. The key to deciding on which deal should not be the email, it should be either the deal ID or Email + deal ID if email is required for some other reason.

Thanks

FM

Mike van der Valk

Hi @BFL I've reached out to the product team on this area, I hope they can provide me with an answer. I'll keep you posted the coming period 🙏🏻

Hanna Homb Reistad

Hi guys! Joining this thread after experiencing some issues with email linking. We have a conversation going with one contact. He has been connected to another deal in the past. Email conversations are in separate email threads but it seems impossible to link the two conversations with him to two different deals, which would be the desired outcome here. Seems like the issue compares to whats written here from before. Would really like som more flexibility here.

sigrid

By the sound of it I have a similar issue. We have many various deals open with same customers. Often clients send new deal requests or additional information in with the same exact e-mail thread or mention important details about new deals in an email conversation regarding another deal. Using Pipedrive interface is not a fix for this as the sync logic still fails. If a thread has a deal linked then currently I'm unable to create or attach new deals to it since this removes original information from the previous deal. I desperately need a functionality that would either allow me to link an email thread to multiple deals. Or better yet, allow me to link specific individual emails with multiple deals.

Jan Drotningsvik

Dear Pipedrive team @Mike van der Valk, PLEASE enable some way of breaking up threads or similar functionality so that it is possible to assign specific emails, othervise quite similar (same people, involved, similar header, etc), to specific deals. The current solution is very confusing.

Mike van der Valk

Hi @Jan Drotningsvik and others,

I've spoken to the team and this request is on our radar but not for 2024. We're currently working on the plans for 2025 across the whole of Pipedrive and one of the initiatives proposed is around resolving this.

That said, I can’t confirm yet if/when we’ll be able to tackle this as we're still gathering initiatives from all teams and areas across the whole company after which an exercise of prioritisation will happen.

We’ll know more in the coming weeks as we finalize planning for 2025.
Hope that helps for now!