- Go to Settings > Customize > Personal > Connections > Email integration.
- Click the Connect your account button.
- You will be directed to a new webpage, to provide the login credentials of the account you wish to sync to Pipedrive.
If you are asked to provide your IMAP and SMTP port information, we suggest learning more here.
Once connected, you will be asked to specify which emails should be synced to Pipedrive.
Note: These options are only available when the Email Sync is first initialized — so choose carefully!
SYNC EMAILS WITH
'All emails will be synced with Pipedrive'
Every email in the account — both incoming and sent — will be synced to Pipedrive.
'Only emails with certain labels will be synced with Pipedrive'
When chosen, this will let you choose from the labels in your synced email address, and choose which to sync to your Pipedrive account.
SYNC STARTING FROM
If '1 month', '3 months', or '6 months' is chosen as the starting point your past sync, you will be given the option to sync over emails from either 'All People', or from 'Pipedrive Contacts only'.
Note: You will only be able to sync emails from your Pipedrive Contacts for past emails while setting up the initial sync. For emails going forward and any re-syncs, you will only be able to sync all emails or emails under certain labels.
If 'Now' is chosen, no historical emails will be synced, but any emails going forward will be synced.
Once you have selected your preferred sync state, click the Start syncing button to begin the syncing process.
Note: Emails will begin syncing into your account immediately, but may take some time to finish, depending on the expected volume.
If you find that there is an email you would like to have in Pipedrive from before your chosen start date of your sync, we suggest either replying to the email using the Smart Email BCC address or forwarding it to the Smart Email BCC address.
These actions will allow Pipedrive to register that older email, and bring it into the Mail tab of your Pipedrive account.
If you have further questions about the Email Sync, they may be covered here.