Pipedrive CRM for Gmail
Deal updates from the Gmail side panel
Pipedrive CRM for Gmail lets you add contacts, deals, activities and notes from a side panel while reading email. Automatic mailbox sync requires Growth or higher.
What is Pipedrive?
Pipedrive keeps people, organizations, deals and activities in a sales workspace. All current plans include customizable pipelines, custom fields, Insights reporting, import, export and API access.
The Gmail add-on shows today's scheduled activities when no email is open. Open a message to see the sender's records, or add them as a new person, then update deals, activities and notes.
Pipedrive interface languages
English, French, German, Brazilian Portuguese, Latin American Spanish, Spanish, Traditional Chinese, Czech, Dutch, Estonian, Finnish, Indonesian, Italian, Japanese, Korean, Latvian, Norwegian Bokmål, Polish, Russian, Swedish, Turkish, Ukrainian
Pipedrive lists 22 CRM languages, with separate Spanish options for Spain and Latin America. Each user chooses a language. Confirm the locale you need; the current full list and Gmail add-on coverage are unconfirmed.
Who it suits
- Sales teams working through deal stages and next activities
- Gmail users who want a side panel connected to a sales workspace
Sales pipelines
Use customizable deal pipelines on every current plan to track each sales stage.
Notes
Add a note to a person or deal from Gmail while the conversation is open.
Email sequences
On Growth or higher, combine activities and email steps in sequences. Automated email steps require consent.
How Pipedrive works with Gmail
On Growth or higher, connect Gmail through Email sync to view, send and reply from Pipedrive's Sales Inbox. Link conversations to deals, leads or projects automatically or manually, and choose whether colleagues can see them.
On Lite, forward messages or add Pipedrive's Smart Bcc address to the Bcc field to log them. Choose Growth or higher if you need new email activity to sync automatically.
Getting started
- Install Pipedrive CRM from Google Workspace Marketplace, authorize Google access and sign in through the Gmail side panel.
- On Growth or higher, connect Gmail in Email sync and review automatic linking and conversation-sharing settings.
- Set up Google Contacts and Google Calendar sync. Choose the direction and visibility for the contacts and activities you want to share.
Pipedrive features
31 parameters · 8 groupsAccounts
Personal Gmail
Support for a personal Gmail account, not only a Google Workspace organization.
- Available
Google Workspace
Support for Google Workspace Gmail accounts; administrator approval may be required.
- Available
Customer records
Contacts
Create and maintain CRM records for individual people.
- Available
Companies
Store company information and link it to customer work through company records or fields on contacts.
- Available
Custom fields
User-defined fields on CRM records, beyond changing a layout or renaming a status.
- Available
Contact sync
Keep Google Contacts and the CRM in sync in one or both directions. A one-time import or browser capture is not ongoing sync.
- Available
Google Contacts sync supports one-way or two-way updates on all current plans.
Work management
Sales pipelines
Track sales opportunities or deals through defined stages. A general project list is not a sales pipeline.
- Available
Deals
Track sales opportunities with a status or stage. This includes projects used to manage deals.
- Available
Projects
Manage projects through dedicated records or workflows beyond tracking a sales opportunity.
- Plan-dependent
Premium or higher, or the Projects add-on.
Tasks
Create actionable tasks with an owner, status or due date.
- Available
Notes
Save internal notes associated with a contact, email or CRM record.
- Available
Files
Find, attach or download files linked to CRM records or conversations. Files may be stored in the CRM, linked from cloud storage or retrieved from email.
- Available
All current plans include uploads from your computer or Google Drive to leads, deals and contacts. Find files in record history or search and download them, subject to record visibility. HEIC files cannot be opened or downloaded.
Web capture
Save a webpage link, selected text or an area capture directly from the browser into a CRM note or task. Contact extraction, manual copy and paste, and a URL field alone do not count.
- Not verified
The Gmail add-on creates notes and activities beside email. Direct capture of a webpage URL, selected text or screen area into a CRM note or task is not verified.
Reminders
Date-based or message-triggered reminders for a follow-up or task.
- Available
Calendar sync
Keep Google Calendar and the CRM in sync. Creating a single event or sharing a booking link is not ongoing sync.
- Available
All current plans support one-way Pipedrive-to-Google or two-way sync. Only your own activities and future external events sync.
Email linking
Associate or log email conversations with a contact, project or CRM record.
- Available
All plans include manual forwarding and email linking through Smart Bcc.
Email sync
Automatically update CRM email activity from new Gmail messages or their metadata, including rule-based capture. Copying message bodies or importing old mail is not required. Manual logging alone is not synchronization.
- Plan-dependent
Growth or higher.
Email tracking
Track email opens, link clicks or both.
- Plan-dependent
Growth or higher.
Email templates
Reusable email message templates or snippets.
- Plan-dependent
Requires Email sync on Growth or higher.
Mail merge
Send personalized email to multiple contacts from one campaign or bulk-send workflow.
- Plan-dependent
Growth or higher.
Email scheduling
Schedule an outgoing email for a future send time.
- Plan-dependent
Growth or higher; automated sequence email steps can be scheduled.
Email sequences
Send a scheduled outreach sequence with multiple email steps. A single reminder is not a sequence.
- Plan-dependent
Growth or higher; automated sequence email steps can be scheduled.
Collaboration
Shared inbox
A shared email workspace where multiple people handle the same conversations.
- Plan-dependent
Requires Premium or higher.
Team assignment
Assign customer work, records, tasks or conversations to another team member.
- Available
Activities can be assigned to users.
Automation
Workflow automation
Use configurable triggers or rules beyond ordinary email sync, including task or record actions and contextual note reminders. Background sync alone is not workflow automation.
- Plan-dependent
Growth or higher.
Data
Reporting
Built-in CRM reporting or dashboards, including documented statistics views.
- Available
Data import
Import CRM records from a file or another supported data source.
- Available
Data export
Export CRM records or reports to a downloadable file.
- Available
API access
Work with CRM data through a documented developer API. A list of third-party integrations is not a developer API.
- Available
Mobile
Mobile CRM
Officially supported CRM access through a mobile app or mobile web interface.
- Available
Gmail mobile
CRM functionality inside the Gmail Android or iOS application, normally through a Gmail add-on.
- Not verified
Pricing and plan requirements
Lite plan
$14/user /month
Lite · Billed yearlyFree trial available
What to check before choosing
- Email sync, tracking, templates, group email, scheduling and workflow automation require Growth or higher.
- Shared team inboxes require Premium or higher. Projects is included from Premium and available as a paid add-on on lower plans.
- Calendar sync covers your own activities. Two-way sync also brings future external events into Pipedrive; one-way sync sends Pipedrive activities to Google.
Pipedrive: common questions
Does the Gmail add-on include Email sync?
The add-on manages CRM records beside Gmail. Set up automatic email sync separately on Growth or higher.
Can I log Gmail emails on Lite?
Yes. Forward messages or add your Smart Bcc address to the Bcc field to log them in Pipedrive. Automatic mailbox sync requires Growth or higher.
Is Pipedrive free?
Pipedrive offers paid Lite, Growth, Premium and Ultimate plans, plus a temporary free trial. It has no permanent free CRM plan.
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