Integrating Your Company Email and Calendar with Pipedrive

This document provides a concise guide on how to integrate your company email and calendar with Pipedrive. By following these steps, you can ensure that your communication and scheduling tools are seamlessly connected, enhancing productivity and organization.

Step 1

To begin the process of syncing your company email and calendar with Pipedrive, navigate to your profile by clicking on your initials. Select "Personal Preferences."

Step 2

Next, click on "Email Sync."

Step 3

Click "Add Email Account" to integrate a new email. This is useful for individuals who manage multiple email accounts, such as case workers or paralegals with both application and personal emails, or teams requiring specific departmental emails.

Step 4

For any additional emails you need, simply select "Add Email Account."

Step 5

Enter the specific email address you wish to add and click "Next."

Step 6

Proceed by entering your password.

Step 7

Once your email is synced, return to the main menu. Now, proceed to "Calendar Sync" to continue the integration.

Step 8

In the calendar sync section, enter the email you want to sync and click "Connect Account."

Step 9

Finally, select your account, input your password, and the process is complete. Thank you for using this integration.