Can emails be linked to a deal based on the deal participants?

Ted Youn
Ted Youn Community Driver Posts: 135
10 Comments Second Anniversary Photogenic Community Driver
edited July 27 in Sales CRM #1

My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts:

  1. sales person Alice: [email protected], who is linked to the Acme deal.
  2. technical staff Bob: [email protected], who is added as a participant to the Acme deal. (It's because each deal in Pipedrive can have only one contact linked to it.)

Suppose that my client sent a lot of emails to both Alice and Bob for the Acme Deal.

  1. All the emails sent to Alice are automatically linked to the Acme deal.
  2. But all the emails sent to Bob are not automatically linked to the Acme deal.

Then my client has to go over each email sent to Bob for manually linking it to the Acme deal. It's because Pipedrive can have only one contact linked to a deal, and an email is automatically linked to a deal based on the email's recipient.

Is there any way to make sure all the emails sent to Bob are also automatically linked to the Acme deal? I think it'll greatly save the time of my client.

Comments

  • Kreete K
    Kreete K Moderator Posts: 226 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #2

    Hello @Ted Youn!

    Thank you for sharing this! Unfortunately at the moment our email linking logic does not support this, it can only link to deal based on direct contact. I will share your use case with our team as feedback so they can take into account for future improvements!

  • Alison Loperena
    Alison Loperena Posts: 1
    edited April 2021 #3
    Kreete K said:

    Hello @Ted Youn!

    Thank you for sharing this! Unfortunately at the moment our email linking logic does not support this, it can only link to deal based on direct contact. I will share your use case with our team as feedback so they can take into account for future improvements!

    We have that as well!

  • Ted Youn
    Ted Youn Community Driver Posts: 135
    10 Comments Second Anniversary Photogenic Community Driver
    edited July 2021 #4

    I also found a similar request  from last year.

  • Bella Perez
    Bella Perez Posts: 1
    edited July 2021 #5

    This would be an incredibly useful addition!!!

  • Steven Mecca_47703
    edited July 2021 #6
    Kreete K said:

    Hello @Ted Youn!

    Thank you for sharing this! Unfortunately at the moment our email linking logic does not support this, it can only link to deal based on direct contact. I will share your use case with our team as feedback so they can take into account for future improvements!

    This would be incredibly useful! Please make this a feature!!

  • Ian Bailey_41321
    Ian Bailey_41321 Posts: 4
    edited August 2021 #7

    I wanted the same thing. The ability to be able to link multiple emails to a single customer record So that all correspondence relating to that client is in the one area.

  • Rob Crouch
    Rob Crouch Posts: 1
    edited November 2021 #8
    Kreete K said:

    Hello @Ted Youn!

    Thank you for sharing this! Unfortunately at the moment our email linking logic does not support this, it can only link to deal based on direct contact. I will share your use case with our team as feedback so they can take into account for future improvements!

    I would love this feature as well. I utilize pipedrive to manage my real estate work.  More often than not I'm selling a home to two individuals (think spouses) and would love if I could set up any automated email templates to send to both a deals "Main Contact" and a "Participant" of my choosing so both buyers (or Sellers) get the same email in their inboxes. This would be such a wonderful upgrade! 

    If anyone has a hack for this I'd love to hear about it. 

  • Tamara Lima
    Tamara Lima Posts: 2
    edited April 6 #9

    VERY much need this capability. I work in Civic Tech B2B and our deals are large government agency contracts (transit agencies) and there are multiple lines of communication with multiple contacts to move a deal through the pipeline. We can't use your other feature like notifications and reminders without this capability. We have even spent the time to add participants to all deals hopefully that this solution will be enabled within the next 6 months. 

  • Reviving this thread....I would very much like this as well. In modern B2B sales there rarely, if ever, is only one client interaction point, so it would be good to have "multiple deal participant mail synchronisation"