Integrating your email with Pipedrive allows you to send, receive, and track emails directly within your CRM, streamlining communication and boosting productivity. This article explains how to connect Gmail or Outlook accounts to Pipedrive.

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✅ Why Integrate Your Email?

• 📬 Send and receive emails without leaving Pipedrive
• 🔁 Sync communication history to deals and contacts
• 👁 Track opens and link clicks
• 📎 Use templates and email automation
• 🧾 Maintain a complete activity log automatically

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📧 Email Sync Requirements

• Email integration is available on Advanced, Professional, and Power plans
• Supports Gmail, Outlook, and any email with IMAP access

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🔧 How to Integrate Gmail with Pipedrive

Step 1: Navigate to Email Sync Settings

1. Click on your profile picture (top right corner) > Personal preferences
2. Select the Email sync tab
3. Click “Add new account”

Step 2: Choose Gmail

1. Select Google (Gmail) as your provider
2. Sign in with your Gmail credentials and grant permission to access your account

Step 3: Configure Sync Settings

• Choose Two-way (recommended) or One-way sync
• Decide whether to sync:
  • All emails
  • Only emails linked to existing Pipedrive contacts
• Set default email visibility (Private, Shared, etc.)

Click Save to complete the integration.

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🧭 How to Integrate Outlook with Pipedrive

Step 1: Go to Email Sync Settings

Same as Gmail:

• Profile picture > Personal preferences > Email sync
• Click “Add new account”

Step 2: Choose Outlook

1. Select Microsoft Outlook / Office 365
2. Sign in with your Microsoft credentials and authorize access

Step 3: Configure Sync Preferences

• Choose sync type (One-way or Two-way)
• Select visibility settings and contact syncing options
• Click Save

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📍 Where to Access Synced Emails

Mail Tab

• Access all synced email threads
• Use filters to view by contact, deal, or organization

Deal, Person, or Organization Views

• Synced emails appear on the timeline/activity feed
• Emails are linked automatically to contacts and open deals

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🧠 FAQs

Can I sync multiple email accounts?

You can sync one email account per user in Pipedrive.

What happens to emails sent before the integration?

Pipedrive pulls in up to 6 months of past emails (based on your sync settings).

Can I track emails and clicks with Gmail/Outlook sync?

Yes. After integration, enable email open and link click tracking in Mail settings.

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🔒 Security & Privacy

• Your email credentials are encrypted and secured
• You can disconnect or adjust sync settings at any time under Email sync settings
• Choose whether emails are private, shared, or visible only on deals

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🔄 Disconnecting or Changing Accounts

1. Go to Email sync settings
2. Click Disconnect to remove your current email
3. Add and sync a new account following the same steps

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💡 Pro Tips

• Use email templates to save time and keep messaging consistent
• Enable email tracking to monitor recipient engagement
• Set up workflow automations to trigger actions based on emails sent or received
• Combine with calendar sync to manage meetings in one place