How To Integrate Pipedrive With Gmail

How To Integrate Pipedrive With Gmail

  1. Log in to Pipedrive: Access your Pipedrive account.
  2. Go to Settings: Click on the gear icon in the top right corner.
  3. Select Email Integration: Find the 'Email Integration' option in the settings menu.
  4. Choose Gmail: Click on the option to integrate with Gmail.
  5. Connect Your Gmail Account: Follow the prompts to sign in to your Gmail account.
  6. Allow Permissions: Grant Pipedrive the necessary permissions to access your Gmail.
  7. Configure Settings: Adjust any settings for how you want emails to sync.
  8. Save Changes: Click the save button to finalize the integration.
  9. Test the Integration: Send a test email to ensure everything is working correctly.