Can deals show received marketing (automated) emails?
Hello!
I need deals to track marketing emails. Basically, if a lead signs a form, they receive an automated email. How would I then choose which deals would show this email? I've tried deal-based workflows, they seem to work all right, but there's no marketing email activity in the deals.
Is this supposed to be like this? So that marketing emails can only be logged in the contacts' object type?
Can deals show received marketing (automated) emails?
Hello @Osnovyanenko, that is correct, at the moment marketing emails are associated with the contact only. The reason is that marketing emails use our servers. They are not meant to count towards sales activities are be singularly associated.
I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.