Say “goodbye" to switching between Pipedrive and email
We offer you two easy and time-saving ways to connect your emails to Pipedrive, to ensure you have total visibility of all communication around your deals and contacts, and guarantee you never miss the actions needed to close your deals.
With the Full Email Sync, you can seamlessly connect your email provider of choice with Pipedrive, and start sending emails directly from inside Pipedrive. These emails will also appear in your regular email inbox. This also works the other way around, i.e. emails tied to deals or contacts that you send from Gmail, Outlook or any other email client, will automatically appear in Pipedrive. This means you now have a single view of all email correspondence surrounding a deal or contact inside Pipedrive – where you need it most.
If you find that email is not such a key part of your sales process, or even if the volumes are low, you may find that Smart Email BCC meets your needs. It allows you to easily copy emails to Pipedrive by using your personal firstname.lastname@example.org email address. Simply BCC that address, no matter which email provider or client you use, and the emails will appear inside Pipedrive. These emails can be copied to the relevant deals and contacts in a blink. You can also forward customer emails to Pipedrive to update existing deals or create new contacts.
Following either method, you will be able to look at a specific deal or contact and see all emails associated with that deal or person at-a-glance. In addition, you have full control over who sees the emails you’ve sent or received. The default settings will always be ‘shared’ as we believe selling is a team sport. But should you choose, you can change this to ‘private’, which means your team members will not be able to see emails you have sent to Pipedrive.