{"id":1652,"date":"2021-06-08T17:08:25","date_gmt":"2021-06-08T22:08:25","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1652"},"modified":"2021-06-08T19:19:19","modified_gmt":"2021-06-09T00:19:19","slug":"connect-email-with-deal","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/connect-email-with-deal\/","title":{"rendered":"I do not see a way for emails that come in via Gmail to be marked as the start of a potential Deal. How do I do this?"},"content":{"rendered":"\n
Emails can refer specifically to a contact, not a deal. At the same time, a deal refers to a contact. The sequence is as follows: first you create a deal with its specifics, then you create a contact with an email.<\/p>\n\n\n\n
Create a new deal \u2193 <\/h2>\n\n\n\n<\/figure>\n\n\n\n
Next. Fill out the form with the deal details.<\/h2>\n\n\n\n
Add a new contact to the deal \u2193<\/h2>\n\n\n\n<\/figure>\n\n\n\n
Fill out the form with the contact details. Add email. <\/h2>\n\n\n\n<\/figure>\n\n\n\n
Click to the link “Import all activities…”\u2193<\/h2>\n\n\n\n<\/figure>\n\n\n\n
Get the email in the deal feed \u2193<\/h2>\n\n\n\n<\/figure>\n","protected":false},"excerpt":{"rendered":"
Emails can refer specifically to a contact, not a deal. At the same time, a deal refers to a contact. The sequence is as follows: first you create a deal with its specifics, then you create a contact with an email. Create a new deal \u2193 Next. Fill out the form with the deal details. […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[168,340,166,1169,43,1172,1170,456],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1652"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1652"}],"version-history":[{"count":3,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1652\/revisions"}],"predecessor-version":[{"id":1661,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1652\/revisions\/1661"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1652"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1652"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1652"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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