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Set up Email Integration to stop switching between tabs

You can have emails feed directly into Pipedrive and automatically link with active deals, freeing yourself from switching between tabs, copy-pasting, or BCC-ing every email you receive into a note under a deal or contact.

Switch your account over to the Gold plan under Settings > Billing (it’s free whilst you’re in trial) and set up the email integration by going to Settings > Personal > Email Integration.