How To Integrate Pipedrive With Outlook
- Log in to Pipedrive: Access your Pipedrive account.
- Go to Settings: Click on the gear icon in the top right corner.
- Select Integrations: Find the 'Integrations' option in the menu.
- Choose Outlook: Look for the Outlook integration option.
- Click on Connect: Follow the prompts to connect your Outlook account.
- Authorize Access: Allow Pipedrive to access your Outlook data.
- Configure Settings: Adjust any settings as needed for your integration.
- Test the Integration: Send a test email to ensure everything works.
- Start Using: Begin using Pipedrive features within Outlook.
