[lighttower]

what I need is a way for any arbitrary team member (not just the sales people that have a PipeDrive account) to be able to BCC PipeDrive/Okapi and get that email linked to the deal. think of some engineering questions being answered directly by hardcore scientists that don't normally have anything to do with sales. I want them to simply BCC and internal address at our domain which forwards to Okapi or PipeDrive. then the person in charge of PipeDrive can attribute those emails to the right deals if the system can't figure it out automatically from previous correspondence)

[ucarion]

Right now our email sync is maximally simple, so that it's predictable for customers. If anyone on a thread has the sync set up, then any thread with outside parties gets synced. Each outside company/person is associated with the email. Also no BCC stuff, too easy to forget.

We're working on a simple way to do deal->email association. Right now you can only do deal->company->email, so if you have concurrent deals on a company there's not a great way to disentangle them.

You got thoughts on how you'd want that to work?

[lighttower]

Our company, biotech, doesn't want arbitrary extensions grabbing email out of our servers. BCC the CRM is the only way.

Big companies have different departments. You could have a deal with department X at TargetCo and department Y. Generally those are different people (and emails) at each of those departments. So you associate email to the deal based on what email it's copied to.

Just use emails to link to deals. Forget about company.

Company association is useful. But it needs to be a historical association. Example Jonny works at MSFT now. But used to work at FB. Jonny could help you win a deal with FB even if he doesn't work there now.

[MarkinK]

Interesting idea! Thank you!