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Set up Email Integration to stop switching between tabs

Note: The Email Sync feature is one of the many useful features of Pipedrive’s Gold plan. To learn how to switch plans, click here.

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.