If you use Gmail to manage your customer conversations and often find yourself switching between your Gmail and Pipedrive tabs, adding the Pipedrive Gmail add-on to your workflow can help you save time by allowing you to seamlessly track and update Pipedrive data directly in Gmail.
Displaying in the side panel of your Gmail tab, the Pipedrive Gmail add-on adds valuable sales context to your emails by giving you a quick overview of the ongoing deals and activities you have with a contact person. You can also add new contacts, create new deals, and add and complete activities and have them automatically populate your Pipedrive account.
To get started, head over to the G Suite Marketplace and search for the add-on called "Pipedrive CRM".
You can also click on the Get add-ons button on the right side of your mailbox and search for the Pipedrive add-on from there.
Once you click on Install, you will be prompted to give permission to Pipedrive to access your Google Account and start installing the app.
When the add-on has been installed, you will see it in your Gmail Sidebar. You will be asked to log in to your Pipedrive account if it's the first time using the add-on.
You can start managing your email contacts when the add-on has been successfully added. When you click on an email thread, information related to the associated email address will show up in the add-on side panel. If the contact doesn't exist in Pipedrive yet, you can quickly add them without leaving the email tab.
After the contact person has been added to Pipedrive, you will see options to view that contact in Pipedrive and edit the person contact's name, email, phone number, and linked organization. You will also see any deals, activities, or notes linked to that contact person.
Adding new deals or activities can easily be done from contact's side panel. When adding a deal, you can enter the deal's title and value, and select a pipeline stage for the deal to be entered into.
The deal will automatically show up in your Pipedrive account once it has been added.
In the contact panel you can add and view any upcoming activities planned with that contact person.
When adding an activity, you can log the new activity's type, subject, date, time, and add any linked deals or organizations.
Where can I see all upcoming activities?
If you have no email threads opened, your Pipedrive add-on will show you all of the activities you have planned for today. Here you can view and edit the activity's details or mark it as done.
If you use the Scheduler feature to book meetings with your clients, you can now easily do so directly from your email composer.
To insert a scheduler link to an email, open up an email and click on the Pipedrive icon in the email composer. You will be able to select and add one of your general availability links so your clients can seamlessly book activities that sync to your Pipedrive calendar.
Clicking on Manage availability will bring you to Pipedrive to update your scheduler availabilities.