How can I re-authenticate my email sync in Pipedrive?
To re-authenticate your email sync:
Step 1: Disconnect Your Existing Sync
Go to Personal Preferences > Email sync.
Click the "Stop Syncing" button.
Step 2: Clear Browser Data
Clear your web browser's cache and cookies. This ensures a clean slate for the new connection.
Step 3: Add a Fresh Connection
If you're going to use the same account, you will need to remove it first by clicking the "trash" icon
Once removed, follow the prompts to add your email account from scratch.
Instead of using the "Reconnect" button, select "+ Email Account" to establish a fresh connection.
I’m unable to reauthenticate my email sync
If you can’t reauthenticate your email sync, it may be due to changes in your email credentials or server settings. Follow these steps to troubleshoot:
Verify your credentials and server settings Ensure your email credentials and server settings are correct. If they’ve changed, update them.Additionally, verify whether privacy settings are affecting synchronization. For example, the 'Default email sharing' option under Personal Preferences > Email Sync must be enabled to avoid emails being marked as 'private.' Updating this setting affects only future emails, so previously sent or received emails must be manually updated to change their privacy status.
If you have 2FA enabled, ensure you’re using the password generated by your authenticator app.
Avoid non-ASCII characters in your password, as these are unsupported. Check the list of supported characters here.
2. Whitelist Pipedrive’s IPs (advanced) If the above steps fail, ensure Pipedrive’s IP addresses are whitelisted in your email provider’s settings. This is crucial if:
Emails are landing in spam.
Sending emails fails with a provider error indicating blocking.
Authentication logs show blocked IPs.
I’m unable to send out emails from Pipedrive
Reconnect your email sync Go to Personal Preferences > Email sync, disconnect by clicking "Stop Syncing", clear your cache and cookies and reconnect.
Try a different browser Use a recommended browser, such as Google Chrome. Learn more about compatible browsers here.
Check the recipient’s email address Ensure the recipient’s email is valid and doesn’t include unsupported characters such as , /, ", :, <, >, |, *, or ~.
Check attachments: Emails with attachments approximate to or higher than 25 mb may fail to send due to Pipedrive's size limit. Consider using Google Drive or a Zip file to share large files.
Whitelist Pipedrive’s IPs (advanced) If the above steps fail, ensure Pipedrive’s IP addresses are whitelisted in your email provider’s settings. Here’s the list of Pipedrive IP addresses for whitelisting.
Test Email Deliverability: After whitelisting, send a test email from Pipedrive to verify that emails are being delivered to the inbox.
My emails are not syncing to Pipedrive
If emails aren’t syncing from your provider to Pipedrive:
Check for filters
Ensure no filters in your email client prevent the visibility of synced emails.
Verify folder settings
You have the option to select if you want to sync all folders from your provider or only specific ones.
If you option for "Select folders to sync emails from" this will show your folders from the email provider allowing to select the ones you'll want to sync from that moment. Updated folder settings apply to emails synced from this point forward. You can sync past emails manually when needed. Deselecting previously synced folders won't delete already synced emails.Update your settings by going to Personal Preferences > Email sync if necessary.
Clear your browser’s cache and cookies
Learn how to clear your cache and cookies here.Try a different browser
Use a recommended browser, such as Google Chrome. Learn more about compatible browsers here.Reconnect your email sync
Disconnect your sync, clear cache and cookies, then reconnect by clicking "Start Sync" or the green button for "+Email Account" if you want to use a different email address.
My emails are not showing up in the detail view of my deals, leads, projects, or contacts
If your emails are not showing up in the detail view of your deals, leads, projects or contacts, please check these possible causes:
Check open items: If a contact has multiple open items (leads, deals, or projects), Pipedrive won’t automatically link the email to any specific item. You’ll have to link it manually.
Check recipients: Emails sent to multiple recipients will only link automatically if there’s a single open deal or lead across all recipients; otherwise, manual linking is required.
Check dates: Emails sent/received before a deal, lead or project was created won’t link retroactively. In such cases, you must manually link the email to the item.
Check linked items: Check if the email thread is correctly linked to the item you desire by opening the email thread in your Pipedrive inbox/sent box and checking if there are any linked items in the top-right corner:
Clear browser cache and cookies
Learn how to clear your cache and cookies here.Contact Support
If the issue persists, contact Pipedrive support for assistance.