Keeping your CRM up to date shouldn’t be a manual chore. Pipedrive allows you to automatically log calls and emails, saving you time and ensuring your communication history is always complete.

This guide covers how to set up automatic logging for emails and calls, and where to find that information once it’s logged.

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✅ Why Log Calls and Emails Automatically?

• 🧠 No more forgetting to log communications manually
• 🕒 Save time and increase productivity
• 🧾 Keep full contact history for every deal and contact
• 📊 Improve visibility across your sales pipeline

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📧 Automatically Logging Emails

Step 1: Connect Your Email Account

1. Go to Mail > Click Connect your email.
2. Choose your provider (Gmail, Outlook, or IMAP).
3. Log in and authorize the sync.

🔒 Note: Email sync is available on Advanced plans and above.

Step 2: Choose Sync Settings

1. After connecting, select your email visibility and sync preferences:
   • Two-way sync: Sync both sent and received emails.
   • One-way sync: Only received or only sent emails.
2. Choose which emails to log:
   • All emails
   • Only emails linked to existing contacts
3. Set default visibility (Private, Shared, etc.)
4. Click Save changes.

Step 3: Logging Behavior

Once synced:

• All incoming/outgoing emails related to a contact in Pipedrive are automatically logged in the relevant Deal, Person, or Organization.
• Emails are visible in the Mail tab and on the timeline of each record.

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📞 Automatically Logging Calls

Pipedrive doesn’t automatically track phone calls by default — but you can log calls manually with one click or use the Caller feature and 3rd-party integrations to automate this.

Option 1: Use Pipedrive Caller (Professional Plan+)

1. Go to Tools and apps > Caller.
2. Enable Caller and verify your phone number.
3. You’ll now see a Call button on contacts and deals.

After each call:

• You’ll be prompted to log the call automatically, add notes, and schedule a follow-up.

🧠 Calls made using Caller are automatically logged with call time, outcome, and optional notes.

Option 2: Use Third-Party Integrations

To log calls made outside of Pipedrive, integrate with:

• JustCall
• Aircall
• Twilio
• CloudTalk

These tools:

• Sync call activity directly to Pipedrive
• Log call metadata (duration, recordings, timestamps)
• Often support click-to-call

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📍 Where to View Logged Activity

In the Deal/Person View

• Open any deal, person, or organization.
• Scroll to the activity timeline.
• You’ll see icons and details for each logged email or call:
  • 📧 Email: Sender, subject, date/time
  • 📞 Call: Duration, direction, outcome, notes

In the Mail Tab

• View all synced emails, filtered by contact or deal.

In the Activities Tab

• Calls are also shown under completed activities, with filters available.

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🔔 Pro Tip: Link Emails/Calls to Deals Automatically

When a contact is associated with one or more deals, Pipedrive will automatically try to associate communication with the most recent open deal. You can change the deal link manually if needed.

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🧠 FAQs

Can I log past emails?

Yes. Once your email is synced, Pipedrive will automatically pull in recent emails from your inbox (up to 6 months).

Can I log calls from my mobile device?

Yes. Use the Pipedrive mobile app to call contacts. The app prompts you to log the call afterward.

What if my calls aren’t being logged?

Check that:

• You’re using the Caller tool or a supported integration
• The phone number is correctly associated with a contact