How to Connect Your Email to Pipedrive

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🔍 Overview

Connecting your email account to Pipedrive helps you centralize communication, track conversations with leads, and streamline your sales workflow. Once connected, you can send, receive, and log emails directly in Pipedrive.

This article explains how to connect your email and customize your settings for maximum productivity.

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🎯 Why Connect Your Email?

• Send and receive emails directly within Pipedrive
• Automatically log communication with contacts and deals
• Use templates, email tracking, and scheduling tools
• Improve collaboration and visibility across your team

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🛠️ Requirements

Requirement	Description
Pipedrive Plan	Advanced, Professional, or Enterprise
Email Providers	Supports Gmail, Outlook, and IMAP
Permissions	You must have access to Email Sync in your plan

🚀 Step-by-Step: How to Connect Your Email

Step 1: Go to Email Sync Settings

• Navigate to Tools & Apps > Email Sync
• Or click your profile icon (top-right) > Company Settings > Email Sync

Step 2: Start the Connection

• Click “Connect your email”
• Choose your provider:
  • Google (Gmail or Workspace)
  • Microsoft (Outlook, Office 365)
  • Other (IMAP)

Step 3: Authenticate and Authorize

• Follow the provider’s authentication steps
• Grant Pipedrive permission to access your email account

Step 4: Choose Sync Type

Option	Description
Full Sync	Automatically sync all sent and received emails into Pipedrive
Smart BCC	Manually forward emails using your unique Pipedrive BCC address

💡 Full Sync is recommended for seamless tracking of all communication.

⚙️ Step 5: Configure Email Sync Settings

After connecting your account, customize your settings:

✅ Folder Sync

• Choose which folders (Inbox, Sent, etc.) you want to sync

✅ Email Linking

• Set rules to automatically link emails to:
  • Deals
  • Contacts
  • Organizations

✅ Visibility Settings

• Choose default visibility:
  • Private (only you)
  • Shared (team members can see)

🔐 You can adjust visibility per email thread later if needed.

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💡 Tips for Email Integration

Tip	Why It Helps
Use email templates	Save time and standardize communication
Enable email tracking	Get notified when emails are opened/clicked
Use Smart Contact Data	Enrich emails with public contact info
Schedule emails	Send at optimal times for engagement

🧩 Optional: Set Up Smart BCC (If Not Using Full Sync)

1. Go to Tools & Apps > Email Sync
2. Copy your Smart BCC address
3. Paste it into the BCC field when sending emails from your regular inbox
4. Emails will automatically log into the correct deal/contact

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⚠️ Troubleshooting

Issue	Solution
Emails not syncing	Reconnect your account, check credentials
Syncing wrong folders	Revisit folder sync settings
Emails not linking to deals	Update linking rules in sync settings
Can’t connect email	Check firewall settings or use IMAP as backup

🔐 Security & Privacy

• All emails are synced over secure, encrypted channels
• You control the visibility of every synced message
• Pipedrive complies with GDPR and data protection standards

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✅ Summary Table

Task	How To Do It
Connect email	Tools & Apps > Email Sync
Choose sync method	Full Sync or Smart BCC
Customize folders and linking	Email Sync Settings
Adjust visibility	Per email or as a default
Use Smart BCC	BCC the unique Pipedrive address manually