Pipedrive’s email integration allows users to work with their emails right inside Pipedrive. Pipedrive has two different solutions for email integration: Smart Email BCC and the Sales Inbox. Smart Email BCC is available on all plans, while the Sales Inbox is available on Advanced and Professional.

With Pipedrive’s Sales Inbox, you can manage your email account without leaving Pipedrive. You also get powerful tools like email tracking, merge fields, custom templates and signatures. Enjoy the convenience of writing and sending emails directly from your Pipedrive inbox and deal and contact detail views.

Emails you’ve sent and received are also connected and displayed in deal and contact detail views, so all communication with your customers is neatly organized and easily accessible. Save yourself typing and re-typing by creating email templates or use Pipedrive’s pre-made templates. A true time-safer. The Sales Inbox is compatible with all major email providers, including Gmail, Outlook (Hotmail), Microsoft Exchange and Yahoo.

Smart Email BCC allows you to manually add specific email conversations to a deal or contact, giving you the freedom to select individual emails to be sent to Pipedrive. To do that, simply add your [email protected] email address to the BCC field of the emails you wish to see in Pipedrive.

To enable Sales Inbox:

1. Go to Settings > Customize > Personal > Connections > Email integration
2. Click the “Connect your account” button
3. You will be directed to a new webpage to provide the login credentials of the account you wish to sync to Pipedrive