Knowledge Base

Discover how to set up email sync in Pipedrive. Connect your inbox, sync messages automatically and ensure seamless communication with clients.

Learn how to set up email sync in Pipedrive. Connect your inbox, track conversations and keep all sales communications in one place.

Learn how to find your IMAP and SMTP details for syncing email in Pipedrive. Locate server settings, configure accounts and ensure smooth integration.

Find out how to sync multiple email accounts in Pipedrive. Add a second email account, keep your inbox organized and improve email efficiency.

Personalize your email correspondence in Pipedrive by changing the sender name. Learn how to update your sender name and improve your communication.

Create a professional email signature in Pipedrive. Learn how to add and customize or change completely your signature with our step-by-step guide.

Manage your email correspondence efficiently in Pipedrive. Learn how to archive or delete emails and keep your inbox organized with our guide.

Understand the email threading process in Pipedrive and improve the organization of your conversations. Learn how to identify threaded emails.

Learn how to filter emails in Pipedrive with our comprehensive guide. Get tips on how to effectively manage and prioritize your inbox–Read now.

Discover how to invite attendees and manage RSVPs for your activities with Pipedrive. Learn more with our comprehensive guide and improve your workflow today!

A Guide to concealing recipient addresses and enhancing email privacy. Use the Smart Email BCC feature in Pipedrive to streamline your email communication.

Find out how to install and use the Chrome extension for Google Mail in Pipedrive. Track emails, sync conversations and boost productivity.

Keep your data clean and organized by linking email threads to Pipedrive items.

Boost customer engagement and minimize errors with automated emails.

Explore Pipedrive’s how-to videos for a complete overview. Learn how to customize your pipeline, manage deals and optimize your CRM workflow.

Find out why your email threads are not being liked automatically to Pipedrive items.

Discover how to create and use email templates in Pipedrive. Save time, maintain consistency and streamline email communication with pre-built templates.

Find out how to sync Pipedrive with Google Calendar. Connect your calendar, schedule meetings seamlessly and stay on top of important events.

Understand how Pipedrive organizes data, including leads. Learn how to manage your sales pipeline and structure your CRM efficiently.

Generate quick and insightful summaries of email conversations.

Learn what email tracking is in Pipedrive. Monitor message opens, track engagement and measure email performance for better sales outreach.

Generate quality emails, follow-ups and proposals that engage with Pipedrive AI.

Keep your data safe after deactivating or deleting a user from your Pipedrive account.

Fix different email formatting issues in Pipedrive. Learn in a simple way why it happens and how to resolve it with our guide

Simply sync your contacts between Pipedrive and other applications with our contact sync feature. Learn how to use this feature and improve your process.

Integrate Mailchimp with Pipedrive to sync contacts and automate email campaigns. Improve engagement and marketing efficiency.

Learn how to set up calendar sync in Pipedrive. Connect your calendar, streamline scheduling and manage your meetings efficiently.

Easily reach multiple contacts with group emailing in Pipedrive. Learn how to create and send bulk emails, manage responses and track effectiveness.

Discover how to set up video call integration for Scheduler in Pipedrive. Schedule virtual meetings, sync tools and simplify online communication.