How to Set Up Email Sync in Pipedrive (Gmail or Outlook) [2026 Full Guide]
Автор: Shortcut Academy
Загружено: 2026-01-05
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How to Set Up Email Sync in Pipedrive
In this video, we show you exactly how to set up email sync in Pipedrive to centralize your sales communication and ensure every client interaction is logged automatically. We examine the core concepts of bidirectional synchronization and the implementation of mail server linking to provide a unified view of your outreach efforts.
Mastering this specific tool improves workflow, organization, and project quality by eliminating the need to switch between platforms to manage conversations. We utilize the dashboard to monitor communication history and navigate the account settings to establish secure connections with external providers, which is vital for maintaining a complete audit trail of deal-related correspondence. By establishing a professional standard for email integration, you ensure that your sales pipeline remains updated in real-time, allowing for more informed follow-ups and better relationship management.
Technical Specs: Software: Pipedrive; Feature: Settings.
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