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We're excited to announce a game-changing feature update for Pipedrive users – Multi-Email Sync. With this new capability, you can now sync multiple email accounts to your Pipedrive account simultaneously, making it even easier to stay organised and manage your email conversations efficiently.
Are you tired of switching between email accounts to keep up with your conversations? Or perhaps you work closely with other team members and woud like to be able to send quick responses on their behalf? Look no further because Pipedrive CRM's Multi Email Sync is here to solve that problem. Now you can seamlessly sync email accounts within Pipedrive, transforming it into a hub for all your email communications.
Setting up Multi Email Sync couldn't be easier. Whether you have two, three, or even more email accounts, the process is straightforward. Here's how;
Access your email sync settings:
* Log in to your Pipedrive account
* Click on the top right corner of your screen and select Personal Preferences
* Navigate to your email sync settings
* Click on the "+ email account" option (top right, green button)
* Enter the email address you want to sync and confirm your login information
* Customise Your Preferences: choose sharing settings, preferred labels, etc
* select what date you would like to start syncing from
* Once configured, simply click "start syncing," and you're ready to go.
After syncing you can access all your email inboxes by heading to the envelope icon in the far left menu bar. Pipedrive CRM provides you with an inbox where you can easily handle all your email communications in one place. Simply click on the preferred email address in your Sales Inbox and away you go. Say goodbye to the inconvenience of switching between email platforms or browser tabs.
While you have the option to sync email addresses, Pipedrive CRM allows you to choose email as your default email account for emailing. This ensures a seamless experience with automated emailing, even when multiple accounts are synced. Or choose not to designate a default email address. In which case you‘ll choose a sender email from the drop-down in your composition window before sending.
The number of email addresses that can be synced depends on your subscription level.
* Advanced: One email account
* Professional: Two email accounts
* Power: Three email accounts
* Enterprise: Five email accounts
Do you want to make the most of this powerful feature? Our Pipedrive experts are here to help. Book a session with one of our experts to ensure you're harnessing the full potential of Multi-Email sync.
Pipedrive CRM offers a range of tools and features to streamline your sales and customer relationship management. Visit our website to discover all that Pipedrive has to offer.
In conclusion, Multi-Email Sync in Pipedrive CRM is a game-changer for anyone seeking a more efficient way to manage email communications. Say goodbye to email clutter and hello to streamlined productivity. Get started today and experience the difference for yourself. Your inbox has never been this organised!
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Motii.co specialises in bespoke CRM solutions and effective sales training, empowering organisations to achieve sales excellence. As Pipedrive's 2023 Global Partner of the year AND 2021 partner of the year in APAC, Motii.co's expertise is underscored by its status as the region's sole Elite Partner. Visit us at https://www.motii.co for more information.
