How to set up email integration on Pipedrive

beginner 8 min read Updated 2026-03-18

Quick Answer

Email integration in Pipedrive allows you to sync your email communications directly with your CRM. You can connect various email providers through Pipedrive's settings menu and configure automatic email syncing for better lead management.

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Prerequisites

Active Pipedrive account
Valid email account credentials
Admin or user permissions in Pipedrive
Access to your email provider's settings

Step-by-Step Instructions

Access Email Integration Settings

Log into your Pipedrive account and click on your profile picture in the top-right corner. From the dropdown menu, select Personal preferences, then navigate to the Email integration tab in the left sidebar.

Make sure you have the necessary permissions to modify email settings in your Pipedrive account.

Choose Your Email Provider

Click on Connect email account and select your email provider from the available options. Pipedrive supports Gmail, Outlook, Exchange, IMAP, and other popular providers. Click on your provider's logo to proceed.

Gmail and Outlook integrations are the most seamless and offer the best feature support.

Authorize Email Account Access

You'll be redirected to your email provider's authorization page. Enter your email credentials and grant Pipedrive permission to access your email account. Click Allow or Grant Access when prompted.

Configure Sync Settings

Once connected, configure your sync preferences in the Email sync settings section. Choose whether to sync All emails or Only emails with contacts in Pipedrive. Set your preferred sync frequency and select which folders to monitor.

Start with syncing only emails with existing contacts to avoid cluttering your CRM with irrelevant communications.

Set Up Email Tracking

Enable Email tracking to monitor when recipients open your emails. Toggle on Link click tracking to see when prospects click links in your emails. Configure Email templates if you want to use pre-built messaging.

Email tracking helps you time your follow-ups more effectively based on prospect engagement.

Configure BCC Settings

In the BCC to Pipedrive section, copy your unique BCC email address. Add this address to emails sent outside Pipedrive to automatically log them in your CRM. You can also set up automatic BCC for all outgoing emails.

Save your BCC address in your email client's contacts for easy access when composing emails.

Test the Integration

Send a test email to an existing contact in your Pipedrive database. Go to that contact's profile and check the Activities section to verify the email appears correctly. Try replying to confirm two-way sync is working.

Test both sending and receiving emails to ensure the integration is working properly in both directions.

Install Email Extension

For enhanced functionality, install the Pipedrive email extension for your browser or email client. Visit the Chrome Web Store or your email provider's add-in marketplace, search for Pipedrive, and install the extension for seamless CRM integration.

The browser extension allows you to access Pipedrive data directly from your email interface.

Common Issues & Troubleshooting

Emails not syncing automatically

Check your sync settings and ensure the correct folders are selected. Verify your email account permissions and try disconnecting and reconnecting the integration in Email integration settings.

Unable to authorize email account

Clear your browser cache and cookies, then try the authorization process again. Ensure you're using the correct email credentials and that two-factor authentication is properly configured if required.

Duplicate emails appearing in Pipedrive

Review your BCC settings and email sync configuration. Disable automatic BCC if you're already using folder sync, or adjust your sync rules to prevent duplicate entries in Email sync settings.

Email tracking not working

Ensure email tracking is enabled in your integration settings and that images are not blocked in your email client. Check that the recipient's email client allows tracking pixels and isn't using privacy protection features.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Pipedrive website before purchasing.

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