CRM email integration
Track every conversation with Pipedrive’s CRM email integration software
CRM email integration keeps your inbox and customer data connected, so sales conversations, contact history and deal updates stay in one place.
A good CRM software with email integration functionality and automated workflows means no jumping between tools, no logging emails by hand and no loss of context.
Pipedrive’s email integration links every email to the right contact and deal, so you have a full overview of what’s happening with a prospect at all times.
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What is CRM email integration?
CRM email integration connects your email account to your customer relationship management (CRM) platform. Instead of switching between your inbox and your CRM tool, you can track conversations, sync contact information and manage follow-ups in one place.
Use Pipedrive’s email integration software to manage conversations
Keep sales communication organized with a CRM software solution with email integration, built for busy teams.
Sync emails with contacts and deals to stay on top of every customer interaction
Create and send emails in Pipedrive using customizable templates
Track opens and clicks in real time to understand email performance
Pipedrive’s email integration features
What to look for in a CRM software with email integration
The best CRM with email integration should make communication easier. Look for these features:
Simple setup. Connect common email providers, such as Gmail and Outlook, quickly without a long technical process.
Two-way sync. Keep emails and conversation history aligned across your inbox and CRM.
Built-in email writing assistance. Get an overview of customer sentiment and quickly craft messages that align with your brand.
Workflow automation tools. Trigger follow-ups and other automated email sequences to save time.
How to set up email integration in Pipedrive
Set up your CRM email integration in five easy steps:
Fully sync your email inbox
If your email data lives in separate tools, your team wastes time hunting for context and manually updating records.
A good CRM email integration should automatically pull conversations into your sales workflow, with no manual data entry.
With Pipedrive email integration, you can connect your inbox and keep emails attached to the right contacts and deals.
Learn more about Pipedrive’s email sync.
Copy only important email threads into your CRM
Not every team wants to sync their entire inbox just to keep key emails in the CRM system.
A flexible email integration lets you add specific email threads to deals without changing how your team works.
With Pipedrive’s Smart Bcc, you can manually copy email threads into your Pipedrive inbox and link them to the right deals or contacts.
Find out more about Smart Bcc.
See every conversation in context
When sales reps can’t see the full email history, replies feel slower and less informed.
A connected CRM should make every conversation easy to find and act on.
Pipedrive shows email history inside contact and deal views, so your team gets the full picture before reaching out.
See how Pipedrive’s all-in-one CRM keeps customer communication organized.
Save time with customizable email templates
Writing the same emails over and over wastes time and makes your outreach less consistent.
Email templates help your team move faster while keeping messaging clear and repeatable.
With Pipedrive, you can use ready-made templates to send polished emails without starting every message from zero.
Learn more about Pipedrive’s email templates.
Know which emails get attention
Without visibility into opens and clicks, it’s harder to know when a prospect is engaged.
Email tracking helps your team follow up at the right time and prioritize warmer conversations.
Pipedrive’s email tracking shows real-time open and click notifications, giving reps useful signals they can act on quickly.
Explore Pipedrive’s email analytics and reporting features.
Send your emails at the right time, every time
When you’re selling at scale, manually sending each email or follow-up can lead to inconsistent or ineffective timing.
Scheduling and automation help teams send messages at the perfect time without scrambling at the last minute.
With Pipedrive, you can schedule emails in advance and automate follow-ups based on specific actions, so reps stay consistent, save time and never lose momentum.
Learn more about Pipedrive’s email automation features.
How Pipedrive helped NJ Media shorten its sales cycle
NJ Media had been using standard email broadcasts to attract new leads. The small team felt their outreach was lacking a personal touch.
Since syncing Mailigen and Pipedrive to deliver trackable, tailored emails, they’ve shortened the sales cycle from an average of 40 days to just 11 days.
“Now I’m using Pipedrive, life without it would be hard.”
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Perfect your email strategy with Campaigns
Campaigns by Pipedrive is an email marketing add-on that helps you create, send and track beautiful email marketing campaigns using the customer data already in your CRM.
It includes:
Drag-and-drop email builder. Create professional email campaigns faster with customizable templates.
Email segmentation. Group contacts based on CRM data for personalized emails and relevant targeting.
Email analytics and reporting. Track real-time opens, clicks and other email metrics.
CRM sync. Use your existing customer information to keep campaigns timely and relevant.
Learn more about Campaigns by Pipedrive.
