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Email sync: Personal account settings

Marian Luht, September 16, 2025

Note: If you want to learn more about team account settings, see this article.

Once you’ve set up email sync for your personal account, you can send, receive and track emails directly in Pipedrive – automatically linked to the right contacts, leads and deals.

While some settings were already configured during the initial setup, you can update them and find additional settings on the Email sync settings page.

Configuring personal account settings

With these settings, you can manage your email details, block unwanted senders, adjust preferences for composing and organizing emails, and enable Email AI features to help write and summarize messages.

Account

These are key settings for your connected email account. You can review and manage the following options here:

Account details

In this section, you can:

Edit your sender name
View your synced email address
Set the account as your default email account

Sync past emails

You can change how far back Pipedrive syncs emails by updating the sync start date.

Note: Updating the sync start date won’t delete emails already synced.

You can choose between the following start dates:

3 days ago
1 month ago
3 months ago
6 months ago
1 year ago
2 years ago

Once selected, click “Sync”.

Signatures

You can add or update your email signature. The one set up as the default will automatically appear in your email drafts.

Advanced settings

You can enable or disable email tracking (opens, link clicks, alerts).

Default email visibility

You can select whether your emails are kept private or shared with the rest of the company.

Note: These settings apply to your email conversations by default. For individual conversations, you can adjust the visibility in the Sales Inbox, detail views or composer before sending. This way, you can keep some conversations private and others shared.