How can I choose which emails I want to sync?
Sync specific email folders to keep your workspace organized and focused on messages that are relevant to your deals, leads and projects. When you connect your email account, you’ll have options to:
- Set how far back in time email syncing should begin
- Choose specific email folders or labels to sync
- Block addresses or domains you don’t want to sync
Understanding email folders
Email folders in Pipedrive refer to the folders or labels you’ve created in your external email client, such as Gmail or Outlook. Both help organize your emails into categories, like “Inbox”, “Sent” or “Promotions”.
When you sync your email with Pipedrive, you can choose which of these folders to include. If a specific folder is missing, check your email client first to confirm it exists.
How to choose which emails get synced
You can define your sync preferences during setup and update them later in email sync settings.
Connect your email account
When setting up your email sync for the first time, you’ll be prompted to define the following sync settings:
Past sync start time
Choose up to two years of email history to sync into Pipedrive.
Synced folders
- Sync emails from all folders – all emails get synced
- Select folders to sync emails from – choose specific folders from the dropdown menu
Click “Start sync” to save your preferences.
Adjust sync preferences after setup
Once your email account is connected, you can refine your sync preferences at any time by going to Personal preferences > Email sync. To narrow down which emails get synced, you can manage the following settings:
Sync past emails
You can update the sync start date. Additionally, you can specify whether to sync emails sent or received from:
- All people
- Pipedrive contacts only
Synced folders
Add or remove folders from your sync preferences.
Click “Save” to apply the updated folder settings for future emails.
Blocked addresses
Block specific email addresses or entire domains to stop their emails from syncing to Pipedrive. This setting only affects what appears in Pipedrive and doesn’t block emails at your provider.
For personal accounts, open the blocked addresses tab to add an email address to this list.
For team accounts, you can define blocked addresses under the account tab.
How to manage unwanted emails
If an email that shouldn’t be synced appears in your Sales Inbox, you can archive or delete it:
- Archive – moves the email to the archived folder in Pipedrive
- Delete – removes the email from Pipedrive and, if enabled, also deletes it from your connected email account
To learn more, see our article on archiving and deleting emails.
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