Emails linking incorrectly

Bob Winkler
Bob Winkler Posts: 6
edited July 19 in Sales CRM #1

My emails keep getting linked to the wrong account.  They will come in from one person about a second person and get totally linked to the wrong different person. 

 

A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'.  Not an acceptable answer,  Anyone else had this issue and i there a fix?  

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited January 2021 #2

    Is this happening with automations? 

  • Diana_221
    Diana_221 Moderator Posts: 45 PIPEDRIVE CUSTOMER SUPPORT
    10 Comments Pipedrive Employee
    edited June 2 #3

    Hello Bob 
    ​This is Diana from Pipedrive Support Management Team - nice to meet you :)

    I was checking the conversation you had with support and I am happy to address anything that was less clear on the explanation provided as to why those emails were being linked to those deals. I can see we have also pointed out how to stop emails from being linked to Deals, which I understand is not your end goal. Alternatively, you can also manually unlink a specific email from a Deal.

    Feel free to continue the conversation with us in support as we are more than happy to continue to help.

  • Bob Winkler
    Bob Winkler Posts: 6
    edited January 2021 #4

    Incoming emails.  Pipedrive seems to randomly pick a contact and start assigning emails to it.  

     

    Yesterday I was cc'd on a Paypal invoice to a company in California (I am the sales agent,)  This was from a company in Ontario Canada.  The record was assigned to a random person in Minnesota 

     

    It is happening more and more.  I get lead emails from a webservice that generated the same format each time.  I havent automated it yet, ;ack pf confidence.  The lead emails get saved to different non related accounts .  3 separate attempts with support have been fruitless

     

    Bob

  • Bob Winkler
    Bob Winkler Posts: 6
    edited January 2021 #5

    VERY MUCH APPRECIATE YOUR HELP!!!!

  • Bob Winkler
    Bob Winkler Posts: 6
    edited January 2021 #6

    Diana, I will take you up on that.

     

    My goal is to find out and stop it from randomly happening

     

  • Bob Winkler
    Bob Winkler Posts: 6
    edited February 25 #7

    Diana, I want to clear one thing up from what you said.  Pipedrive isnt filing emails with the wrong deals, its  filing emails with the wrong contact!  

     

    I  have hundreds to fix

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #8

    Diana, I want to clear one thing up from what you said.  Pipedrive isnt filing emails with the wrong deals, its  filing emails with the wrong contact!  

     

    I  have hundreds to fix

    Hi @Bob Winkler , I'm sorry to hear you're having this issue. 

    Like my colleague @Diana mentioned, the fastest and most efficient way to continue troubleshoot this is using the live chat I can see you already have going on with Adriana from Support. 

    For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!

  • Zina Papageorgiou
    edited June 2 #9
    Diana said:

    Hello Bob 
    ​This is Diana from Pipedrive Support Management Team - nice to meet you :)

    I was checking the conversation you had with support and I am happy to address anything that was less clear on the explanation provided as to why those emails were being linked to those deals. I can see we have also pointed out how to stop emails from being linked to Deals, which I understand is not your end goal. Alternatively, you can also manually unlink a specific email from a Deal.

    Feel free to continue the conversation with us in support as we are more than happy to continue to help.

    Hi Diana, this happened to me as well- how to you manually unlink a a specific email from a Deal.? thanks