Outlook Add-in for Pipedrive · by Stehrway
Save Outlook emails and attachments to Pipedrive
Keep an important customer conversation with the CRM record it belongs to. The free Outlook add-in lets you save an opened email as a Pipedrive note and upload supported attachments separately.
1. Open the email you want to save
Open the message in Outlook and open the Pipedrive sidebar. Save Email is available in read mode. To save a sent message as a note, open it from Sent Items after sending.
You decide which messages to save. This workflow does not copy your entire inbox or turn on Pipedrive’s separate email-sync feature.
2. Choose the CRM record
Expand Save Email and choose the contact or a linked deal. You can also search for another contact, organization, or deal when the message belongs elsewhere.
If the sender is not in Pipedrive, open the menu and choose Log Email. Search for the existing record where the conversation belongs; you do not need to create a contact just to save the message.
3. Save the email as a note
Select Save email as note and wait for the success message. The saved message appears with notes on the destination record. Review the destination before saving so the conversation reaches the right customer or opportunity.
Saving an email note is different from logging an email activity. The sidebar’s Emails section shows email activities; it is not a complete view of your Outlook mailbox.
4. Save the attachments you need
Select Save beside a supported attachment, or use Save all when several files are listed. Files are uploaded separately from the email note. Each file must be 4 MB or smaller and readable through Outlook’s attachment API.
Inline images are excluded. If only some attachments save, check which succeeded and retry the remaining files. Upload larger or unsupported files directly through Pipedrive.
What about outgoing emails?
While composing, use the activity prompt to log an email activity for matching Pipedrive contacts. It records the draft content at that point; it does not send the email.
Optional Auto-log Sent Emails can log activities for matching contacts where the Outlook client and deployment support the send event. It is best effort. Check the existing activity before logging manually to avoid duplicates.
Also listed in the Pipedrive Marketplace. Pipedrive and compatible Outlook accounts required.
Need more detail? See workflow instructions in the help center or contact Stehrway support.