Docs
Guides for connecting Dealpilot to your inbox and CRM.
Connect Gmail
One OAuth grant. What Dealpilot reads, and how sending works.
Connect Outlook
Microsoft 365 and Outlook.com accounts.
Set up IMAP
Server address, ports, and app passwords.
CRM
Connect HubSpot
What syncs, and where drafts and notes land.
Connect Pipedrive
Deals, contacts, and activity write-back.
Connect Capsule CRM
Opportunities, contacts, tasks, and activity write-back.
Connect Nutshell
Leads, contacts, tasks, and timeline notes.