How to Associate the Email Conversation with Any Deal in Kylas CRM

How to Associate the Email Conversation with Any Deal in Kylas CRM

Email is one of the primary channels for sales communication, and being able to associate those email threads with the relevant deals in your CRM is essential for maintaining context, ensuring continuity, and enabling collaborative selling. Kylas CRM allows users to seamlessly link email conversations with deals, making it easier for teams to stay on top of client interactions.

This article explains how to associate email conversations with deals in Kylas CRM, covering prerequisites, step-by-step instructions, use cases, benefits, and best practices.

Table of Contents

  1. Prerequisites

  2. What Does It Mean to Associate Email with a Deal?

  3. Steps to Associate Email Conversation with a Deal

  4. Use Cases

  5. Benefits

  6. Best Practices

  7. Conclusion


Prerequisites

Before associating email conversations with deals in Kylas CRM, ensure the following:

  • Profile Permissions: You must have the following permissions:

    • Emails: Read, Read All

    • Deals: Read, Read All, Update

  • Email Sync Setup: Your email account (Gmail, Outlook, etc.) should be connected to Kylas CRM.

  • Existing Deal: The deal you want to associate the email with must already exist in the CRM.

  • Contact Mapping: The sender or recipient of the email must be added as a contact in Kylas.


What Does It Mean to Associate Email with a Deal?

In Kylas, emails are automatically logged under the contact’s profile when email sync is enabled. However, to maintain contextual visibility in the sales pipeline, you may want to also associate specific email threads with a corresponding deal.

This linkage allows team members to:

  • View the full email conversation on the deal record.

  • Avoid searching through contacts manually.

  • Keep sales-related communication focused per deal.


Steps to Associate Email Conversation with a Deal

Step 1: Login and Go to the Email Tab

  • Log in to your Kylas CRM account.

  • From the left panel, navigate to Emails or open the Contact record of the recipient/sender.

Step 2: Identify the Relevant Email

  • In the email listing, search or filter to locate the relevant email thread.

  • Click to open the email conversation.

  • Once inside the email thread:

    • Look for an option like Associate Deal (available on the right panel or in the email actions).

    • Click on Associate Deal.

Step 4: Choose the Deal

  • A popup will appear with a list of existing deals related to that contact.

  • Select the deal you want to associate the email with.

  • Click Save/Link.

Now, the email thread will appear both under the Contact and the selected Deal record.


Use Cases

Scenario

Description

Multiple Deals with Same Client

A client has multiple deals, and you want to ensure emails are attached to the correct deal.

Shared Ownership

Sales managers or team members need visibility into ongoing deal communication.

Quotation/Negotiation Tracking

Important pricing and negotiation discussions need to be logged at the deal level.

Follow-up Continuity

Ensures new sales reps picking up a deal can refer to past emails easily.


Benefits

Benefit

Description

Centralized Communication

Keep all deal-related communication in one place.

Time-Saving

No more hunting for emails in inboxes or contact timelines.

Better Collaboration

Team members can follow the conversation history for seamless hand-offs.

Increased Accountability

Track who said what and when during deal negotiation.

Improved Customer Experience

Faster responses with better context in every conversation.


Best Practices

  • Always ensure the contact involved in the email is correctly linked to the CRM.

  • Maintain deal naming conventions so it's easy to identify the correct deal during association.

  • Periodically audit deal email associations for accuracy, especially in large or multi-stage deals.

  • Educate your team on when and why to associate emails with deals, especially during negotiations.


Conclusion

Associating email conversations with deals in Kylas CRM ensures a streamlined sales process with complete visibility across your communication history. It empowers sales teams to deliver personalized and timely follow-ups, improves internal collaboration, and enhances the customer experience.

By following the steps above, your team can make better use of every email interaction and maintain high data hygiene in your CRM.


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