Shared guide

How to connect your email to Pipedrive

In this guide, learn how to seamlessly connect your email account to Pipedrive by following step-by-step instructions on navigating the settings and authorizing access.

victoriaworkflowsvictoriaworkflows
·12 steps·60 views·Published

In this guide, learn how to seamlessly connect your email account to Pipedrive by following step-by-step instructions on navigating the settings and authorizing access. By the end of the video, you'll have your email synced, enabling streamlined communication and contact management within the platform.

Step-by-step Guide12 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Personal preferences

    Click Personal preferences
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  3. Click Email sync

    Click Email sync
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  4. Click Email account

    Click Email account
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  5. Type your email in you@example.com

  6. Click Next

    Click Next
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  7. Click on "Click here."

    Click on "Click here."
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  8. Click on "Click here."

    Click on "Click here."
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Personal accountShare conversations with other users when needed.

    Click Personal accountShare conversations with other users when needed.
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  11. Click Next

    Click Next
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  12. Click Start sync

    Click Start sync
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