There's multiple requests for this all over the web. It's a no brainer that if you want to send an email about a deal it would connect to the deal. The most efficient way of sending generic emails is using the templates.
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I think I know how to send e-mail to Pipedrive bei using the generic or deal specific e-mail adress. But this seems to work only with e-mail that I am sending. Incoming e-mail using the same adresses are not shown in Pipedrive. Is this the correct behaviour? Why is it done this way?
My suggestion would be to change ownership of the lead or deal to the salesperson of choice and create an automation that send an email to the person that had the lead/deal ownership transferred to them.
in our case we always convert the lead to a deal if it's worth pursuing and then transfer ownership to the salesperson to follow up on it.
Note: since automated emails are always sent from the automation creators email address we put:
AUTOMATION :
as a pretext before each subject in the subject line so the receiver knows that it's an automated email from... (More)
