Connect Pipedrive to Outlook. Manage contacts and deals, save emails,
and plan follow-ups with the free Outlook add-in by Stehrway.
Your CRM, in the flow of work
From the first introduction to the next follow-up, take care of the Pipedrive work that happens around every email.
01 Contacts & organizations
Open an email and find the person behind it in Pipedrive. Their details, organization, and linked work are right beside the conversation.
02 Deals & leads
Review a deal before you reply. Update its stage, manage its details, or create a new opportunity while the conversation is fresh.
03 Emails & attachments
Save an opened email as a Pipedrive note. Choose a contact, organization, or deal — even a record that is not part of the email thread.
04 Activities & notes
Plan the follow-up, capture what matters, and keep your Pipedrive records current without leaving Outlook.
The details, covered
Search contacts, organizations, and deals beyond the current email.
Learn moreEdit custom fields and choose which details stay visible without expanding.
Learn moreTurn on optional auto-logging for matching contacts where Outlook supports it.
Learn moreGetting started
Install from Microsoft Marketplace. If your organization manages add-ins, ask your administrator to deploy it.
Open the add-in, select Sign in with Pipedrive, and authorize access using your own Pipedrive account.
Select an email participant to find their CRM record. View the context and update your work from the sidebar.
Practical guides
Install the free Pipedrive Outlook add-in, connect your CRM account, and find contacts in your inbox. Includes setup requirements and sign-in help.
Save an Outlook email as a Pipedrive note on a contact, organization, or deal. Learn to choose the right record and save supported attachments.
Review Pipedrive deals beside your Outlook emails. Update pipeline stages, manage leads, and schedule follow-up activities with the free Stehrway add-in.
Moving from SaySync? Set up Stehrway’s free Outlook add-in for Pipedrive, reconnect your account, and learn how email notes and CRM activities work.
A few useful answers
Looking for a specific workflow or help with setup?
Visit the help centerYes. The add-in is free, with no paid tiers or trial period. You need your own Pipedrive account and a compatible Outlook account; those services have their own plans and requirements.
Use the add-in with compatible versions of Outlook on the web, Windows, and Mac. Availability depends on your Outlook version, mailbox, and organization’s policies. Some features, including automatic sent-email logging, have additional requirements. See the help center for details.
No. You choose which opened emails to save as notes and which attachments to save to Pipedrive. You can also log email activities from the compose prompt. Optional sent-email auto-logging works with matching Pipedrive contacts where supported; it is not a full inbox sync.
Yes. Create a new contact from the email participant, or add their email address to an existing contact. To save an email without creating a contact, use Log Email and search for an existing contact, organization, or deal.
Select Sign in with Pipedrive in the add-in and authorize access on Pipedrive’s sign-in page. The integration uses OAuth; you do not enter your Pipedrive password into the add-in. The help center also explains the manual sign-in URL option.
Each team member can connect their own Pipedrive account. If your organization allows individual add-in installation, use the Microsoft Marketplace listing. Otherwise, ask your Microsoft 365 administrator to deploy it.
Make room for the conversation
Bring your Pipedrive work into Outlook.
