Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
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Thanks again for sharing @Sven Hugo Joosten I'll check internally who's looking into this and pass on the suggestion. Could you explain the use case a bit more. Can you help me understand what these emails are about before a deal is created?
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I have a bunch of deals with the same people, so none of the emails automatically links to the correct deal. Right now I have to open each one and tag it individually which is very tedious. It would be great to have a bulk tag option to select many emails and tag them all to the same deal.
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@Nate Butler love this idea, I'll pass it along. One way to solve it though already is to send the email directly from the deal itself. Is there a reasons why this wouldn't work for you?
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@Mike van der Valk The issue is that cleaning up any incorrect Automatic Email Linking by the Threading logic can be impossible to control once the Thread is assigned to a Deal. If I can un-link and link in bulk editing you would make all our Sales Reps lives way easier!!
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Mark Landaal said:
@Mike van der Valk The issue is that cleaning up any incorrect Automatic Email Linking by the Threading logic can be impossible to control once the Thread is assigned to a Deal. If I can un-link and link in bulk editing you would make all our Sales Reps lives way easier!!
@Mark Landaal we're aware this is a pain at times and are working on an improved email functionality that handles threading better. Care to test it out, check it out here and join the Beta testing channel: https://community.pipedrive.com/post/invitation-to-test-the-new-email-sync-5e5fa0e98ea01e0d1d02b11b
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Hello, Any luck on this matter ? Thanks
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Hi @Sylvie Lau
After the post above I reached out to our team that looks at the email area in Pipedrive. They have noted this request down and put it on the list of ideas. However, right now there's other priorities for the team as we're working on general improvements in the sync of emails itself. I will however let them know that also you are interested in this update. Thanks for sharing!
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Oftentimes, I want to assign multiple emails to the same deal. However there is no easy way to do so.
What I'd love to be able to do is: Once I select more than an email (1), an "Assign To" button (or "Associate", or anything like that) would appear (2) and let me pick a deal to associate to the selected emails:
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Hi @Igor Abade sounds like a great suggestion, passing it along to the team
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Hi All,
I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants.
It would be great if I could select multiple emails and then link to the one deal in one movement. Right now I have to go into each email and link individually. This is too laborious so I do not do it and therefore sometimes miss an important email on a deal.
Does anyone have a work around? Is this something that Pipedrive are going to implement in the future?
Thanks in advance
Adam
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There would already be some time won if you'd could link the mail in the inbox overview. Give us the option to "edit" this column like you can in the Organisations- or Contactslist.
The only workaround we use in our company is to strictly use the implemented mailing in PD. But everybody agrees that it is a step back from Outlook.
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Rob Bakker said:
There would already be some time won if you'd could link the mail in the inbox overview. Give us the option to "edit" this column like you can in the Organisations- or Contactslist.
The only workaround we use in our company is to strictly use the implemented mailing in PD. But everybody agrees that it is a step back from Outlook.
Thanks Rob. Yes committing to Pipedrive inbox and doing away with Gmail would be a big step that I don't think I am ready to take. It's great that we can link emails to deals, but the Pipedrive Inbox does not compare to our current gmail set up.
Thanks for the reply.
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Hi @Adam Baker , thank you for your feedback!
A good way to save yourself that trouble and to avoid that some emails fall through the cracks is to use the Smart Email BCC. It will ensure that every message that includes it gets linked to the respective deal. @Rob Bakker I think this might be a handy tip for you too.
In any case, I've made sure your suggestion reaches our team for future developments.
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@Inês Batata, buidling on what @Rob Bakker said, it would be so helpful to be able to select multiple emails from the inbox view, and then link them all to a deal at the same time. I find I'm often going into each email, finding and linking to a deal, and the coming back to the inbox to do it over again - it's quite very time consuming! I'd like to be able to link many emails to a single deal at the same time.
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@Mike van der Valk @Kadri Pirn are there any updates on this?
This request was made 9-10 months ago. On the developer side, this is not a difficult request to fulfill. I think we can all agree this could be very valuable.
If we get emails about a deal that comes from a variety of different people (some of them we don't start the thread) it would be extremely helpful to bulk link to a deal ... and also correct when PipeDrive mistakenly links it to the wrong deal.
The aforementioned solution only works assuming you start all email threads.... that unfortunately is not how life tends to work for many businesses. Please escalate this issue to allow for bulk linking emails to a deal.
Thank you for all of your time and help!
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@Mike van der Valk @Kadri Pirn here is another request for the same feature about bulk linking emails.
This has been requested multiple times over the past year. Have the developers spent any time on a solution for this or is always going to be at the bottom of the list?
Implementing a solution on the developer side is not very technical, and it could dramatically make PipeDrive user's experiences much more efficient. It is painful to use PipeDrive's email feature and manually having to
- Search for a keyword to pull up all related emails
- Click on each email one by one
- Scroll down to link the deal linking section (bottom right)
- Search again for the same keyword that finds the deal
- Link the deal
- Click back to go to email inbox
- Repeat for the next keyword to find emails related to deals
- Imagine having 10 emails to repeat this with....
This could be largely simplified. Imagine the keystrokes required to select 10 emails and "Mark as Read". This is completely achievable from the inbox without having to open each email and search inside of each email.
This is extremely helpful for companies where emails come in related to deals even though you didn't start the email thread. There is no way to email "from" the deal.
Please post a status update on how much work has been accomplished in the 10 months this request has been on their desk.
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Rock Stevens said:
@Mike van der Valk @Kadri Pirn are there any updates on this?
This request was made 9-10 months ago. On the developer side, this is not a difficult request to fulfill. I think we can all agree this could be very valuable.
If we get emails about a deal that comes from a variety of different people (some of them we don't start the thread) it would be extremely helpful to bulk link to a deal ... and also correct when PipeDrive mistakenly links it to the wrong deal.
The aforementioned solution only works assuming you start all email threads.... that unfortunately is not how life tends to work for many businesses. Please escalate this issue to allow for bulk linking emails to a deal.
Thank you for all of your time and help!
Thanks for your 2-cents. I'm currently passing this on to our emailing team. Unfortunately it's not always what's easy (although I'm not sure if it would be, sometimes coding is weird
) but we also look at what other requests/improvements are in the pipeline and prioritise it all against each other. Probably this is one of the hardest jobs to decide what to do and what not to do right now.Having said that, as mentioned I'm talking to the team about this and highlighting it again, can't make any promises though
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Rock Stevens said:
@Mike van der Valk @Kadri Pirn here is another request for the same feature about bulk linking emails.
This has been requested multiple times over the past year. Have the developers spent any time on a solution for this or is always going to be at the bottom of the list?
Implementing a solution on the developer side is not very technical, and it could dramatically make PipeDrive user's experiences much more efficient. It is painful to use PipeDrive's email feature and manually having to
- Search for a keyword to pull up all related emails
- Click on each email one by one
- Scroll down to link the deal linking section (bottom right)
- Search again for the same keyword that finds the deal
- Link the deal
- Click back to go to email inbox
- Repeat for the next keyword to find emails related to deals
- Imagine having 10 emails to repeat this with....
This could be largely simplified. Imagine the keystrokes required to select 10 emails and "Mark as Read". This is completely achievable from the inbox without having to open each email and search inside of each email.
This is extremely helpful for companies where emails come in related to deals even though you didn't start the email thread. There is no way to email "from" the deal.
Please post a status update on how much work has been accomplished in the 10 months this request has been on their desk.
Thank you for keeping us on our toes! I just replied in another thread when I saw your post here. The reply is in this thread.
I wish I could make any promises but I hope you realise we get hundreds to thousands of request related to emailing along throughout a year from hundreds of thousands of users.
What I mean with this is not this specific request is not important, but what I mean is that we try to cater the needs of as many people as we can as quickly as we can. Updates like these are definitely on the list but for our example right now our email team is working on linking the leads inbox to our email features in Pipedrive.
I truly hope we can make this update in the future and will continue to talk to our team to highlight this request. Thanks again for sharing and have a great day!
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I love this idea and I've been asking Pipedrive for months. they get it but nothing so far... it's the one thing that stops me using Pipedrive fully as it's so frustrating. I believe Pipedrive thinks their system will automatically link everything but it doesn't... which is fine and I understand why it doesn't but please let me (us) quickly link emails in bulk. I've just link 20 email to 2 deals - I could have done it in two steps in 10 second but it was multiple steps and about 5/10 mins - I have over 1,400 more to do - it's painful. Please! Mark
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Mark Griffiths said:
I love this idea and I've been asking Pipedrive for months. they get it but nothing so far... it's the one thing that stops me using Pipedrive fully as it's so frustrating. I believe Pipedrive thinks their system will automatically link everything but it doesn't... which is fine and I understand why it doesn't but please let me (us) quickly link emails in bulk. I've just link 20 email to 2 deals - I could have done it in two steps in 10 second but it was multiple steps and about 5/10 mins - I have over 1,400 more to do - it's painful. Please! Mark
@Mark Griffiths I feel your pain. I spent AT LEAST 20 MINUTES today just linking emails to deals individually, it's a very painful process. What should take 20 seconds, takes 20 minutes. I hope PipeDrive will prioritize this!
If one of their developers had to suffer this on a daily basis it would be solved immediately. I guess we'll be stuck with it for now in the "not important category"
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Mark Griffiths said:
I love this idea and I've been asking Pipedrive for months. they get it but nothing so far... it's the one thing that stops me using Pipedrive fully as it's so frustrating. I believe Pipedrive thinks their system will automatically link everything but it doesn't... which is fine and I understand why it doesn't but please let me (us) quickly link emails in bulk. I've just link 20 email to 2 deals - I could have done it in two steps in 10 second but it was multiple steps and about 5/10 mins - I have over 1,400 more to do - it's painful. Please! Mark
Hi @Mark Griffiths and @Rock Stevens
Thank you for your input here. We're currently reorganising how we work in the email area at Pipedrive. I'll make sure this lands on their table when we start prioritising.
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Mark Griffiths said:
I love this idea and I've been asking Pipedrive for months. they get it but nothing so far... it's the one thing that stops me using Pipedrive fully as it's so frustrating. I believe Pipedrive thinks their system will automatically link everything but it doesn't... which is fine and I understand why it doesn't but please let me (us) quickly link emails in bulk. I've just link 20 email to 2 deals - I could have done it in two steps in 10 second but it was multiple steps and about 5/10 mins - I have over 1,400 more to do - it's painful. Please! Mark
Please, I can't tell you how frustrating it is. I'm sure it's a bigger issue than this post shows.
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This would be a very useful feature, especially when migrating to Pipedrive from another CRM.
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Hello,
Where are we on this?
It's a true pain to link each email manually.
Is there a beta?
Thank you
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Also sometimes pipedrive Assigns an email from a client that has a no. of deals, to the wrong deal and it is time consuming changing one email at a time, a bulk assign would be the perfect solution to this.
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Pipedrive really, really sucks because of this...
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@Mike van der Valk the original request was made 14 months ago. Nearly every PipeDrive User utilizes their email inbox (ie. higher priority). Lacking this feature is a clear area of opportunity for growth. It is causing a severe inconvenience for anyone that receives multiple emails where the client initiates a new email thread.
This is a vital part of deals with emails. This now consumes 1-2 hours per week for something that should take 5 minutes. Your customers who are paying for this platform have requested it multiple times for over a year!
I'll start with an image to show where this should go. In the email inbox, once multiple emails are selected, right here should be the option to "link in bulk" to a deal.
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There are a number of post about this going back two years - Pipedrive, you really need to resolve this as it's the singularly most frustrating part of the system. Do you have an update on the situation?
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Rock Stevens said:
@Mike van der Valk the original request was made 14 months ago. Nearly every PipeDrive User utilizes their email inbox (ie. higher priority). Lacking this feature is a clear area of opportunity for growth. It is causing a severe inconvenience for anyone that receives multiple emails where the client initiates a new email thread.
This is a vital part of deals with emails. This now consumes 1-2 hours per week for something that should take 5 minutes. Your customers who are paying for this platform have requested it multiple times for over a year!
I'll start with an image to show where this should go. In the email inbox, once multiple emails are selected, right here should be the option to "link in bulk" to a deal.Thank you for highlighting this again and giving a clear example, I appreciate it. I've nudged our product team responsible for the email area. I hope we can improve this moving forward and I hope you understand I can not personally make you any promises here.
I will do my best for you!
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Mark Landaal said:
@Mike van der Valk The issue is that cleaning up any incorrect Automatic Email Linking by the Threading logic can be impossible to control once the Thread is assigned to a Deal. If I can un-link and link in bulk editing you would make all our Sales Reps lives way easier!!
From what I can infer the threading update doesn't really address the initial feature request. There are many reasons that a person may need to manually link emails to a deal and this is only one. Do you have any update on the priority of the original request?
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