Automating Linking of email?
I was wondering if anyone has a working method of associating emails with deals by parsing the subject line? (or any other email field)
We sell online and feed all orders into PD. We also communicate extensively with delivery partners and use the customer's order reference on all correspondence with customer and suppliers.
At the moment we are spending an awful lot of time manually associating deals manually. Easy but very time consuming by referencing the order number which is always found in the subject line.
I was thinking of Zapier parser, but not even sure the action to associate a deal is available there.
Is there anyone out there that has a solution for this?
.. I'm hoping there is something I'm too stupid to have realised .. something right in front of me and I just can't see it.