Note: The Email Sync feature is available in the Advanced, Professional, and Enterprise plans. To switch plans, click here.
When you set up your initial email sync, you will be prompted to choose which emails you want to sync over from your email provider.
If you find that you receive a large volume of emails that are not related to your Pipedrive activity, we suggest only syncing specific labels into your Pipedrive account to keep your Pipedrive inbox clean. If you receive primarily Pipedrive-related sales emails, it may be better to sync all emails, so that you can work effectively without having to switch between tabs in your browser.
SYNC EMAILS WITH
This is the setting for all future emails synced over to your Pipedrive inbox.
SYNC STARTING FROM
This will be the setting for when to start syncing emails over to your Pipedrive inbox.
SYNC PAST EMAILS SENT AND RECEIVED FROM
This option will only show up if you selected '1 month', '3 months', or '6 months' as the starting point under the 'Sync Starting from' option.
Click the Start syncing button to begin the syncing process!
If you have already synced your email and just want to update your current email sync settings, you can do so by going to Tools and apps > Email sync.
Here you will see the option to update your Email Sync settings:
When an update is made, it will be applied to any new email threads that are synced over to your Pipedrive inbox. This means that any existing email threads that have already synced over to your inbox will still remain in your inbox, unless you delete or archive them.
For example, let's say you previously had your Important label synced over to Pipedrive, but now want to un-sync that label. Once you update the sync, no new emails under that label will sync over anymore. However, emails in the folder that were previously synced to your Pipedrive inbox before the update will still remain and continue to be updated, since they were already synced over to your inbox.
If you are having issues with your email sync connection, follow our Email sync troubleshooting guide for some tips on how to troubleshoot the most common issues.