App Tutorial

Link Deals with Shared Email in Pipedrive: A Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

To share the same email to link deals in Pipedrive, first enable email sync, then navigate to the Email tab, and use the Manage templates option to set templates to shared. This allows your team to access and use these templates, streamlining communication and deal management.

By integrating email with Pipedrive, you can manage emails directly, link them to deals, and utilize email marketing tools for targeted campaigns.

Streamline your Pipedrive workflow and enhance team collaboration by automating your Pipedrive actions with Bardeen.

Pipedrive Share Email Templates

To share email templates in Pipedrive, first ensure you have set up the email sync feature, available on Advanced and higher plans. Navigate to the Email tab in your Pipedrive account and select Compose > Choose template below the email subject. You can create your own templates or edit existing ones from the Send email prompt in any detail view of your deals and contacts. To share a template with your team, click on Manage templates and set the template to shared. This will make the template, along with any attachments, accessible to everyone using your Pipedrive account.

Automate your email template sharing in Pipedrive and ensure consistency in communication with the Copy email to the related Pipedrive deal playbook.

Pipedrive Email Integration

Pipedrive offers two main methods for managing email conversations: email sync and Smart Bcc. Email sync allows you to work directly from Pipedrive or your email inbox, automatically linking emails to contacts and deals. Smart Bcc enables you to import any email thread into your Pipedrive CRM inbox and link it to deals. You can manage who sees the emails you send and receive, draft emails quickly with customizable templates, track email opens and clicks in real-time, and schedule emails to be sent later. To get started, go to Personal Preferences > Email sync > Add new account and provide the login information for the email account you wish to sync.

Pipedrive Email Marketing Integration

Campaigns by Pipedrive is an email marketing tool that integrates seamlessly with Pipedrive CRM. It allows you to create email marketing campaigns with customizable layouts, tracking, analytics, and filtering features. Utilize the drag-and-drop elements to design your emails or select from ready-made templates. Campaigns by Pipedrive enables you to segment your recipients using CRM data, ensuring personalized and targeted email communication. This integration combines the power of CRM and email marketing, providing insights into email interactions within the contact's detail view.

Discover how to supercharge your Pipedrive experience with automation. Check out helpful automations on this page to close more deals.

Pipedrive Email Integration Office 365

To integrate Office 365 with Pipedrive, you can use direct email sync or third-party automation platforms like Zapier. For direct integration, go to Settings > Personal > Connections > Email integration in Pipedrive and connect your Office 365 account. This allows you to manage your email communications within Pipedrive, including using email templates, tracking, and scheduling. Alternatively, use Zapier to create automated workflows (Zaps) between Office 365 and Pipedrive, such as sending Office 365 emails for new Pipedrive deals or creating Office 365 events from new Pipedrive activities. Start by selecting a trigger in Office 365 and an action in Pipedrive to automate your workflow.

Enhance your workflow by automating Office 365 and Pipedrive integration. Get started with Bardeen to download and explore more automations.

Boost Your Pipedrive Workflows with Bardeen Automations

Sharing the same email to link deals in Pipedrive is done manually, but why not streamline your workflow by automating this process with Bardeen? Not only can this save you time, but it also ensures accuracy and consistency across your sales team's communications. Automating your Pipedrive actions can lead to more efficient deal tracking, better collaboration among team members, and ultimately, more closed deals.

Let's dive into some of the automations you can set up with Bardeen to enhance your Pipedrive experience:

  1. Copy email to the related Pipedrive deal: This playbook automates the process of associating emails with their respective deals in Pipedrive, ensuring that every interaction is tracked and nothing falls through the cracks.
  2. Send a Pipedrive deal's information in Slack: Keep your team updated by automatically sending deal updates from Pipedrive to a designated Slack channel or user, facilitating quick communication and collaboration.
  3. Copy all Pipedrive deals to a Google Sheet: For enhanced reporting and analysis, this playbook allows you to export all your deals from Pipedrive into a Google Sheet, giving you a comprehensive overview of your pipeline.

Implementing these automations not only reduces manual work but also enhances data accuracy and team coordination. Get started by downloading the Bardeen app at

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