Linking one email to multiple deals?

Andy_64402
Andy_64402 Posts: 2

Is it possible to link one email to multiple deals in multiple pipelines? 

0
0 votes

· Last Updated -

Comments

  • Bruce Bignell
    Bruce Bignell Posts: 8
    Name Dropper First Comment Photogenic First Anniversary
    edited April 27 #2

    Hey Andy,

    Not to my knowledge, right now, it's one email to a single deal in a single pipeline. 

    The email history is linked to a single contact and or organization though, so you can check the previous correspondence there.

    Out of interest, what's your use case for wanting one email to multiple deals?

    Best,

    Bruce 

  • Andy_64402
    Andy_64402 Posts: 2
    edited April 27 #3

    Hey Andy,

    Not to my knowledge, right now, it's one email to a single deal in a single pipeline. 

    The email history is linked to a single contact and or organization though, so you can check the previous correspondence there.

    Out of interest, what's your use case for wanting one email to multiple deals?

    Best,

    Bruce 

    Hi Bruce,

    Thanks for the response. We are a nonprofit association that runs multiple events throughout the year and use a separate pipeline for each meeting. There are instances where we are communicating with a person from one company that is interested in multiple events, thus would make it easier for us to link that one email chain to multiple pipelines (events) to track all our event pipelines more efficiently.

    Any recommendations or tips?

    Looking forward to your response,

    Andy

  • Brad Borkosky
    Brad Borkosky Posts: 1
    edited June 27 #4

    We have similar needs, in that Customers will for example respond to one Deal, but then inquire about another Deal.  

    I have done a work around by responding to the email and change the subject to the new inquiry, then use that new email to create a new deal.

  • Illyés Péter
    Illyés Péter Posts: 4
    edited June 27 #5

    We would also need the option to link one e-mail to multiple deals. We have a lot of customers with multiple deals. In many e-mails we or they mention multiple topics that are relevant for multiple deals. 

    By sending it works with BCC link of the relevant deals, but it is very time-consuming. 

    By receiving emails it is not possible. 

    So please solve it Pipedrive.