Email Link to Deal by subject content

Suggestion :  use subject line to match email to existing deals - not just sender.

I have vendors who email on multiple deals.  The subject line usually includes the property address, which is often also in the deal name.  Easy to match if Pipedrive looked.

It could also work for any other variable if the user included the deal name content in a subject line.  "The Jones Proposal" and Jones Deal  could match.  A publisher could use a book name or auth name, etc.

 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #2

    Hi @John Stapleton , thank you for your feedback!

    Allowing the user to customize how emails get linked to deals is a really interesting idea but also a technically complex one ;) Currently this is how it works: How are emails threaded in Pipedrive?

    That being said, we appreciate your input and I've forwarded it internally to give the team thinking points for when they develop new updates.  Speaking of which, here’s how to get notified about what’s coming down the line:

  • Rock Stevens
    Rock Stevens Posts: 25
    edited March 2021 #3

    This would be EXTREMELY helpful. Please prioritize this @Inês Batata with the internal team.

    A suggestion would be that the deal name must match verbatim somewhere in the subject line. As long as the subject contains the deal name EXACTLY letter for letter.... then this is NOT complicated to code and nowhere near as complex as you state. 

    If this was a dynamic field search through an array of all deal fields to match the subject line, then I would agree quite complex. But if simply stated, the deal name must be in subject line letter by letter exact match .... this could be implemented much easier.