No More Annoying Switching Between Pipedrive and Outlook
SaySync is the Outlook add-in for Pipedrive that allows you to manage all your Pipedrive contacts, organizations, deals, activities, and notes directly in Outlook.
Get SaySyncThe Hidden Costs of Inefficiency for Pipedrive Users
Juggling multiple windows, transferring data inaccurately, lacking essential information... So many things that cost valuable time and money.
Constantly switching windows
Making data error
Losing customer
Everything you need to win deals quickly and flawlessly
- When you open an email, you also see at a glance your Pipedrive contact associated with that email. Simply create new contacts or select the appropriate contact. Once you have selected a contact, you can see all the important information connected to that contact - notes, deals, and activities.
- Assign new contacts to an existing organization or simply create new organizations. When you access a contact, you can immediately see which organization the contact belongs to.
- When creating new deals, they are automatically assigned to the corresponding contact and organization. See all the deals associated with a contact and directly find the deal you are currently working on. Update the stage and status of the deal to keep all team members informed.
- See directly which activities for a contact are current or even overdue. Simply create new activities to ensure no call, meeting, task, or deadline is missed.
- Simply create new notes and link them to deals and contacts. Pin notes to have them visible immediately when accessing a contact or deal. This way, you and your team members won't forget any important details about a customer.
Pricing
Merge Pipedrive with Outlook and Accelerate Sales!
$7.00 USD / month
Pay only when you need it
Easily add new persons, organizations, deals, activities, and notes in Outlook
See persons, organizations, deals, activities, and notes directly in Outlook
Manage the stage and status of the deals in Outlook
Link an unlimited number of Pipedrive accounts
Email support
Free 7-day trial, no payment information required
No setup fees
GDPR compliant
Try for free for 7 days without payment information
$168.00 USD
Pay once and get lifetime access
Easily add new persons, organizations, deals, activities, and notes in Outlook
See persons, organizations, deals, activities, and notes directly in Outlook
Manage the stage and status of the deals in Outlook
Link an unlimited number of Pipedrive accounts
Email support
Free 7-day trial, no payment information required
No setup fees
GDPR compliant
Try for free for 7 days without payment information
FAQ
Frequently Asked Questions
SaySync is an Outlook add-in for Pipedrive that allows you to manage your Pipedrive CRM directly from Outlook. You gain access to our Outlook add-in for Pipedrive and can use all features, including quickly viewing and creating contacts, organizations, deals, activities, and notes.
Step 1: Create Your SaySync Account
- Visit www.saysync.co and sign up to create your new account. Follow the on-screen instructions to set up your profile.
Step 2: Connect Your Pipedrive Account
- Once logged in to the SaySync dashboard, click the “Connect Pipedrive account” button.
- You will be redirected to Pipedrive. Log in if not already, and authorize SaySync to access your Pipedrive data.
- After authorization, you'll be redirected back to the SaySync dashboard. Verify that the new connection is listed under your active connections.
Step 3: Install SaySync on Microsoft Outlook
- Open Microsoft Outlook and access the “Get add-ins” or “Get Apps” feature, depending on your version of Outlook. Search for “SaySync” in the Microsoft AppSource for Microsoft365 add-ins.
- Install the SaySync Add-in and confirm any required permissions.
Step 4: Activate the SaySync Add-in in Outlook
- To activate, open an email and click the SaySync button from the add-ins menu to open the side panel.
- Log in with your SaySync account credentials.
You're All Set!
- You can now seamlessly manage your Pipedrive data directly within Outlook. Enjoy streamlined contact, deal, and activity management at your fingertips!
For any issues during installation or further assistance, please visit our support page or contact our helpdesk.
Yes, you can try SaySync for free for 7 days. Your free trial will start automatically when you create an account. After the 7 days, you will be prompted to choose one of the two available plans.
Yes, you can request a refund up to 7 days after your purchase. You can reach us via our contact form.
Boost your productivity today
Don't waste time switching windows between Pipedrive and Outlook...
Get SaySync