The best CRM email integration software
Stop wasting time in your inbox
Pipedrive gives you two easy and time-saving ways to track email conversations: email sync and Smart Bcc. Plus, we connect your emails automatically to your contacts and deals, so you have a full overview of everything that's happening with a prospect in one place. As a result, you save time and improve sales and marketing productivity.
Free, easy to set up, no credit card required
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Full email sync
Work where you feel comfortable, inside Pipedrive or from your email inbox
Smart Bcc
Import any email thread into your Pipedrive CRM inbox and automatically link to deals
Full control of your information
Manage who can see the emails you send and receive, as well as a full overview at a glance
Email templates
Draft quickly with customizable email templates or build your own from scratch
Transparent tracking
Get real-time open and click notifications so you can follow up quickly
Schedule emails to be sent later
Send the right message at the right time with Pipedrive’s email scheduling option
Increase performance with Sales Inbox
Pipedrive’s Sales Inbox includes cutting-edge features designed to save your salespeople time on daily tasks. You can track messages, customize email templates and fully sync your inbox to any major email account. You will also be able to send emails to your contacts directly from Pipedrive, which will then be synced back to your inbox.
Give your team sales superpowers with CRM email integrations
Email management is a crucial part of any business’ daily activities, but it can also be overwhelming. Disorganized emails can lead to knowledge silos, missed opportunities and poor sales performance.
Pipedrive integrates with your existing email client to sync, store and manage every message. Boost productivity with email automation and customized templates that help you repeat deal-winning campaigns. Access transparent tracking and detailed analytics functions to monitor and improve results.
SOFTWARE FEATURE
Become a more effective salesperson
The right CRM email integration will help your sales reps grab the customer data they need when they need it most. Improve your efficiency to improve the customer experience.
Help your team pull up the information that can turn a prospect into a lead. See outgoing and incoming emails and how the deal progressed through your sales pipeline.
SOFTWARE FEATURE
Boost productivity
Successfully integrating your email with your customer relationship management software reduces the amount of time it takes to conduct outreach and relationship-building activities that help you make the sale.
Use Smart Bcc to copy emails to Pipedrive, forward customer emails to keep deals up-to-date, or share emails for context.
SOFTWARE FEATURE
Provide a high-level overview
Choosing a CRM with email integration allows sales managers and marketers to foster a culture of transparency, which leads to a more effective sales process.
Pipedrive is an accessible, all-in-one CRM solution that gives you a 360-degree overview of your emails and workflows, so everyone involved in the deal stays on the same page.
Foster team collaboration
Pipedrive’s email integration makes collaboration easier than ever with shared overviews of email threads all the way along the pipeline.
Forward emails from your inbox to your CRM
Let team members across sales and marketing work together on deals and share the load. Share emails with colleagues working on the same Pipedrive deal.
Keep track of follow-ups
See who has followed up on deals, what they said and when they said it. Share context, support on next steps or assign new sales reps thanks to email sync in Pipedrive.
Share top-performing templates between your team
Help your entire team benefit from winning emails with shareable templates. Anyone can access and tailor templates with their personal touch.
How one media company personalized their outreach at scale with Pipedrive and Mailigen
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 up Mailigen and Pipedrive to deliver trackable, tailored emails, they’ve been able to shorten the sales cycle from up to 40 days on average to just 11 days.
“Now I’m using Pipedrive, life without it would be hard.”
Read the case study
How to get started with Pipedrive’s email integrations
- 1. Set up processes for data enrichment
Set up customized insights and see how your email activity is impacting your sales and marketing efforts. Reports allow your sales team to use data-based approaches to continually improve performance.
Tailor your analytics to the metrics important to your business, such as open rates, link click engagement and reply ratios. Take on a data-driven email strategy that boosts your sales potential.
- 2. Automate email capture and tracking
Automatically sync and capture every email from your inbox to your CRM system. Integrate with any email client, including Gmail, Microsoft Outlook and IMAP, to keep everything up-to-date without switching between tools.
Pipedrive automatically syncs with your chosen email provider and pulls in linked client communication for a full overview of every message related to deals, making it easier to collaborate and monitor.
- 3. Create customized email templates
Speed up your outreach activities with ready-to-use email templates. Once you’ve spent time understanding which emails work best for your business, you can store them as templates.
Everyone in your team can customize your top templates to improve performance across the board. You also have access to powerful Pipedrive templates to help you get ahead.
- 4. Enable group emailing
Email up to 100 leads at a time for fast, efficient communication. Start those early conversations or follow up after a webinar with automated emails.
Trust your emails will make it through. Pipedrive intelligently spaces out your email delivery with a 30-second delay to save your group emails from being blocked by mail servers. Set visibility permissions to keep business conversations for your eyes only or make them available to other Pipedrive users.
- 5. Personalize your emails for better engagement
Use CRM data and custom fields to personalize your emails at scale. You can tag contacts automatically to differentiate between your stakeholders and deliver a message tailored to their unique interests.
You can also access full contact history to check in on previous conversations and add context before sending follow-up emails. Personalized lead strategies help boost your contact engagement and improve close rates.
Supercharge your outbound email campaigns and sales activity
The best CRM with email integration helps you manage all your outbound email campaigns and sales activity in one place. Warm up cold emails, speed up tasks and scale your communications within any email client.
Pipedrive integrates with the most popular tools, adding valuable functionality to your inbox to help you close more deals.
SOFTWARE FEATURE
Send cold emails directly from your inbox
Use your email inbox to send and receive emails knowing that everything is synced and stored in Pipedrive.
Strengthen your cold emails with Pipedrive customer insights, personalization and customization options to improve engagement.
SOFTWARE FEATURE
Create, test, optimize and send
Improve efficiency by using email templates. Create your own to fit your unique business goals or choose from ready-to-use options in Pipedrive.
Test different templates to discover which perform best and continually optimize them based on detailed analytics in your CRM. Once you have a fail-proof strategy, you can automate emails to send at key touchpoints.
Email integration FAQs
- How do I integrate email accounts in Pipedrive?
Integrating your existing email account with Pipedrive is easy! First, go to Personal Preferences. Then, click Email sync>Add new account.
Next, provide your login information for the account you wish to sync, and you’ll be ready to start sending emails from Pipedrive!
- What is email integration?
Email integration allows salespeople to sync their email accounts with their CRM.
Pipedrive’s email integration allows users to email clients and leads from within the CRM. They can also view emails in both contacts and deal detail views.
To top it off, Pipedrive’s email sync feature automatically connects your email with the right deals and contacts, so no point of contact falls through the gaps.
- How do I set up email integration in CRM?
Syncing your email with your CRM should be easy, but first, you’ll need to ensure your CRM is designed with email integration in mind.
To add a new email account in Pipedrive, go to Settings>Email sync>Add new account under Personal preferences.