In this tutorial, you'll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with clients and close more deals! I'll walk you through the step-by-step process of setting up the integration, setting up your email signature, creating templates and using email tracking to save time on follow ups.
- 0:00 – Intro
- 0:52 – Pricing for using email sync
- 1:23 – Connect your email to Pipedrive
- 2:15 – Sync settings
- 3:03 – Other email settings
- 5:53 – Adding your email signature
- 6:53 – Creating email templates
- 8:38 – Sending & receiving emails
- 10:26 – Other best practices
- 12:10 – Outro
Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!