Moving from SaySync to the Pipedrive Outlook add-in

Your Pipedrive records stay in Pipedrive

The SaySync retirement notice explains that contacts, deals, and notes live in Pipedrive. Connecting the replacement to the same Pipedrive account gives it access to the records your account is permitted to see.

Installing the replacement is a new authorization. Do not assume your old SaySync session, preferences, or automation settings carry over. Review the new add-in’s settings before using automatic logging.

1. Install and connect the replacement

Install Pipedrive Integration from Microsoft Marketplace using the button below. Open an email in Outlook, launch the add-in, and select Sign in with Pipedrive.

Authorize the same Pipedrive account you used before, then return to Outlook. Check a familiar contact and a linked deal to confirm you are connected to the intended account. The add-in itself is free; your Pipedrive and Microsoft services retain their own requirements.

2. Learn the email-saving choices

For an opened email, Save Email creates a note on your chosen contact, organization, or deal. Supported attachments are saved separately, with a 4 MB limit per file.

The compose prompt logs activities, while optional sent-email auto-logging depends on client and deployment support. These are separate workflows, so choose one that fits the record you want to keep and check for duplicates.

3. Remove the old SaySync installation

Once you have confirmed the replacement works for your workflow, remove the old SaySync add-in from Outlook’s add-in management screen. The SaySync notice identifies Get Add-ins → My add-ins; labels can vary by Outlook version.

If you installed the SaySync Chrome extension, remove it from Chrome’s Extensions page as well. For centrally managed installations, ask your administrator to remove the old add-in.

Get help with the transition

Use the setup guide for installation and sign-in instructions, or the help center for contact matching, attachments, and logging. If you contact support, include your Outlook version, the workflow you tried, and the error message. Never send your password or sign-in link.