How to Sync Gmail or Outlook with Pipedrive

In this tutorial, you'll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with clients and close more deals! I'll walk you through the step-by-step process of setting up the integration, setting up your email signature, creating templates and using email tracking to save time on follow-ups.
0:00 - Intro
0:52 - Pricing for using email sync
1:23 - Connect your email to Pipedrive
2:15 - Sync settings
3:03 - Other email settings
5:53 - Adding your email signature
6:53 - Creating email templates
8:38 - Sending & receiving emails
10:26 - Other best practices
12:10 - Outro
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[@MrPhdcan]

Thank you Paul

[@minor-co]

You're welcome 😀

[@farinatonio]

Man huge thanks for your work. your videos are life savers!

[@minor-co]

Thanks, I'm really pleased you found them useful!

[@joshjacobson3431]

Great training. im sure i will need to listen to it again

[@minor-co]

Great, I'm glad this was useful.

[@erinpompa]

This is great thank you so much!

[@minor-co]

Thanks, happy to help!

[@samanthadreszman4556]

Thank you so much for your explanation. Just a doubt, what happens if I create a new label on my Gmail? Is it added to Pipedrive automatically? Thanks!

[@minor-co]

Yes, this sync and appear in your Pipedrive settings.

[@JesseFragale]

If you have a team and you’re using one email, is it possible to connect only a sub folder so your team doesn’t see every email that you get and it’s only limited to that particular folder?

[@minor-co]

I'm not sure about sub folders, but you can sync certain labels (in Gmail) or folders (in Outlook) rather than syncing everything.

[@EmilySmith-di5cw]

Can you link an email to a person/organization or just a deal/lead/Project?

[@minor-co]

Yes, the email will link to the contact person in Pipedrive based on their email address. As long as that person is linked to an org, the email will show on the person and org.

[@gustavofernandescosta3910]

Is not possible to automatically the pipedrive add a label to a specific email or sender ?

[@minor-co]

Yes, you could use a workflow to add a label. You'd just need to think about what the trigger would be i.e. when a deal gets to a certain stage, or is won, add a label.

[@Zynehka]

Hi, Paul 😅 I have a small question for you. In which app do you make your pretty cool videos?? Thank you for your answer in advance 😊

[@minor-co]

I use ScreenFlow on the Mac. I have a video about my process here: kzbin.info/www/bejne/qXennpZ5d7eImpY&pp=ygUWc2NyZWVuZmxvdyBwYXVsIG1pbm9ycw%3D%3D

[@user-gg6yt6mg8w]

Hey Paul, great video - thank you! One question- I am really looking for a way to automate email replies in the same threads. It seems like Pipedrive hasn't made this feature yet and I'd rather not have to integrate another platform for this. Do you know any workarounds?

[@minor-co]

I'm afraid the only way to reply in the same thread would be to manually reply from the deal. You wouldn't be able to automate this though I'm afraid.

[@evanz1453]

Hi Paul. in the last year I've use Outlook and sync with PB. With both apps open I moved emails from the outlook inbox to subfolders so as to segregate emails by customer. Moving the outlook inbox email to a subfolder didn't have any effect on PB i.e. PB kept the same email in its inbox and thus allowed continual alignment to a deal. Last week whenever on moving an outlook inbox email to a subfolder, the PB inbox equivalent email disappears and worst of all if that email was linked to a deal (where you can see the history etc) it also disappear. Any advice?

[@minor-co]

Hi Evan, I'm afraid Pipedrive doesn't support mailboxes yet. So when you organise them in Outlook, this doesn't carry over to Pipedrive. I'm not sure what happened with your email last week... normally you need to delete the email in Pipedrive for it to disappear.

[@hugoarsenaultmcgreevy]

Hi Paul. Can I pay you to configure our Pipedrive?

[@minor-co]

Yes, please contact me here: paulminors.com/consulting/pipedrive-consulting/

[@jodihudginsrealtor1678]

As of today, all of my emails in Gmail are flowing into Pipedrive. I've never had this happen and now even my spam emails are there. I don't have specific labels for leads in Gmail, so I have no idea what happened. Any advice?

[@minor-co]

You probably already have but check your sync settings. I recommend using a Pipedrive label to only sync emails with that label rather than your entire inbox.