How email linking works in Teamopipe

Email linking is the reason Teamopipe works inside Gmail instead of feeling like a separate CRM. When you create a deal from an email, Teamopipe connects that deal to the Gmail conversation so you can return to the thread from the deal later.

What gets linked

After creating a deal from an email: the deal appears in the first stage of the selected pipeline, the email thread gets a Teamopipe label in Gmail, the linked contact appears in the deal detail view, and you can jump back to the Gmail thread from the deal. Teamopipe stores the CRM relationship — the actual email conversation stays in Gmail.

Thread-level vs contact-level linking

Thread-level: only the specific Gmail thread you used is linked. Replies in that thread stay connected; other emails from the same person do not appear. Use this when the same person is involved in multiple separate deals.

Contact-level: all emails from that contact's address are connected to the deal — past and future. Use this only when one person equals one deal. The most common mistake is leaving the toggle on contact-level when you intended to link only one thread.

If unsure, choose thread-level

Thread-level is safer because it only links the specific conversation you selected. Too many emails in a deal = contact-level linking active. Missing emails = thread-level and the new conversation was never linked.