Syncing emails to deals

Daan van de Poppe

Hi there,

At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal to link the emails. This is rather frustrating as now the emails are only visible on at the organisation and not at the relevant deal pages, even though the deals have different participants (which could be an obvious indicator which emails to link to which deal). Any one else experience this issue, as we would very much appreciate to have this solved.

Cheers

Inês Batata

Hi @Daan van de Poppe, please see some troubleshooting steps for your situation here.

If after that the issue remains or you still have questions, please reach out to our Support team and they will help you. 

Daan van de Poppe

Inês Batata said:

Hi @Daan van de Poppe, please see some troubleshooting steps for your situation here.

If after that the issue remains or you still have questions, please reach out to our Support team and they will help you. 

Hi @Inês Batata, thank you for your help! However, I spoke with the support team last week and they explained to me that emails can not be automatically linked to a deal if an organisation has more than one deal. He recommended I should write about the issue on this page to help it gain attention so that it might be a next feature they add. Would be great!

Inês Batata

Inês Batata said:

Hi @Daan van de Poppe, please see some troubleshooting steps for your situation here.

If after that the issue remains or you still have questions, please reach out to our Support team and they will help you. 

Got it @Daan van de Poppe, thanks for the clarification! 

I added the "Feedback & Suggestions" topic to the post so your idea gets automatically forwarded internally for consideration in future developments

Daan van de Poppe

Inês Batata said:

Hi @Daan van de Poppe, please see some troubleshooting steps for your situation here.

If after that the issue remains or you still have questions, please reach out to our Support team and they will help you. 

Great! Thank you