Email project management
Align your projects emails with Pipedrive
To have a clear overview of the projects you’re managing, you need to be able to access all related emails in your project management tool.
With the right email inbox sync feature or email integration, you can manage all your important emails in one place, so you never miss a notification.
Projects by Pipedrive can be synced with your main business email account so that you can access emails without leaving your project management software.
Full access. No credit card required.
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Sync Projects and email management
Manage your inbox from your project management tool. Reply, forward and delete emails from a powerful team collaboration tool.
Forward important email threads
Never miss a chance to follow up with Smart Bcc, which enables you to forward whole email threads from your provider into your Pipedrive inbox and projects.
View entire conversations
Track project-related emails within specific projects on your kanban boards. Link emails and email addresses with a project or deal and view entire email threads directly from within them.
How project and email management connects
How email features help project managers
Email features to look for in a project management solution:
Unify business tools: Connect your main email provider and project management tool to access your emails directly from one platform.
Receive real-time notifications: Set up notifications in your project management tool so you never miss an email.
Foster team collaboration: Nurture teamwork by providing everyone access to the right emails and information.
Streamline file sharing: Remove steps from the sharing process by sending important documents directly to your team’s project management tool.
Don’t let absences slow you down: Empower project teams to cover colleagues who are away through shared access to threads and task lists.
Never miss a chance to follow up: Leverage great project and email management tools to notify you when to engage contacts.
Sync Projects with your email provider
A project management app without email sync makes it harder to track progress, which could cause you to miss important milestones or due dates.
Sync Projects by Pipedrive with your business email to view your email content, including sender and subject line, in an all-in-one tool.
Pipedrive syncs with Gmail and Outlook, as well as the other main providers.
Use email sync for project planning, progress tracking and keeping team members and stakeholders in sync.
Forward email threads to your project management app
Project-related conversations often extend over a number of emails, but you still need to be able to review all the vital information at a moment’s notice.
Stay agile with Projects, Pipedrive’s project management add-on that’s natively supported by our CRM. With Smart BCC, you can forward whole email threads from your provider into the add-on.
These threads will contain all the information you need, from subject lines to signatures containing phone numbers.
Link emails with specific projects
As well as having all your emails, deals and projects in one place, you need to be able to connect them up.
It’s quick and easy to link emails to specific deals and projects in Pipedrive.
You can reply to and forward emails in your detail view, enabling you to manage your workflow and track dependencies. You can also delete emails, which gives you full control of what’s important.
Fewer tools – more deadlines met
With its gradual learning curve and intuitive features, Projects by Pipedrive is the workspace your team needs to stay productive. Simplify your project management workflow with automation features and stay agile with customizable templates. Everything you need to get the job done in one tool.
