Pipedrive Gmail add-on
Adding the Pipedrive Gmail add-on to your workflow saves you time by allowing you to seamlessly track and update Pipedrive data directly in Gmail.
The add-on uses the side panel of your Gmail account, and you can:
- see valuable sales context in your emails
- access a quick overview of your ongoing deals and activities with an email’s contact person.
- add new contacts and deals
- add and complete activities, and have them automatically populate into your Pipedrive account.
Installing the add-on
To get started, go to the Google Workplace Marketplace and search for the Pipedrive CRM add-on.
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You can also click the ”+“ (Get Add-ons) button on the right side of your mailbox and search for the Pipedrive add-on from there.
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Click “Install” and give Pipedrive permission to access your Google account.
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When the add-on has been installed, click ”Log in“ to connect your Pipedrive account.
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If you’ve already downloaded the add-on, you may be asked to authorize it before you can log in.
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Managing your contacts
With the add-on enabled, you can use the addresses from emails you receive in Gmail to create new people in Pipedrive.
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If the email address is already linked to a person in Pipedrive, you’ll see that person’s linked items and notes in the sidebar.
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If an email address is linked to more than one person in Pipedrive, you can select which person’s info you‘d like displayed.
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Adding deals
To add a new deal from the Gmail sidebar, click ”add deal.“
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Then, fill in the available details and click ”Save“ in the bottom right corner.
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You can select your deal and click ”View in pipedrive“ to open it in your Pipedrive account directly from the sidebar.
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Adding and viewing activities
Just like deals, activities can also be added to your contacts from the add-on sidebar.
To add an activity, start by clicking ”Add activity.“
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After that, fill in the requested details and select ”Add“ in the bottom right corner.
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You’ll be able to see your activity in the side view panel, as well as in your Pipedrive account.
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You can also click on the activity in your add-on panel to see its details, and even mark the activity as done using the toggle at the top.
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If you mark an activity as done, you’ll see a green checkmark next to it.
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Where can I see all upcoming activities?
If you don‘t have an email open, the add-on sidebar will show all of your upcoming activities.
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Schedule meetings
You can use the Scheduler feature to book meetings with your clients directly from your email composer.
To insert a Scheduler link to an email, compose a new email and click the Pipedrive logo.
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This will open a window where you can select an availability to link in the email.
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After you choose an availability, a link is added to your email that will let the recipient pick an appointment time from the available slots.
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You can change the hyperlink text by clicking the link and selecting ”change.“
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