• View your inbox inside Pipeline (no tab-juggling required).
• Automatically save email conversations to contact profiles as Activities.
• Add a new contact from an email in one click.
• Compose, reply, forward, format, and attach files like a normal email client.
• Archive messages or ignore senders to stay focused.
• See related deals and tasks alongside the conversation.  

1. Enable Email Sync (Google/Gmail or Microsoft Exchange).
   Click here for more information on how to sync your email.
2. Once synced, your emails appear in Pipeline’s Email Inbox.
3. For known contacts, Pipeline logs recent email history to their profile as Activities (and continues logging new emails automatically).
4. You’ll also get in-app notifications for new emails.  

Your first sync imports email history up to the last 60 days, then continues syncing going forward.

• The Email tab (use +Compose Email)
• A Person profile (click their email address)
• A List View (select multiple contacts for bulk email)  

1. Click Compose Email.
2. Start typing a name/email to select recipients from your contact list.
3. Write your message, format it, and add attachments/links (your signature can be applied too).  

• Sent emails are logged as Activities on the related contact profiles.
• Emails send from the primary email address set in your Pipeline profile.  

• Archive in Pipeline → it’s archived in your email provider (and the reverse is true too).
• Read/unread status syncs between both systems.
• Even if a message is archived or deleted, it can remain logged as an Activity in Pipeline.

• Ignored emails are archived in Pipeline and removed from your Pipeline Inbox view.
• They still remain in your normal email client.
• You can manager your ignored senders if you change your mind!

Adding New Contacts

Deal Insights and Tasks

• If the contact is linked to multiple deals, the email will attach to the deal with the most recent update.
  • You can create a new deal from the dropdown.
• You can create a task directly from the Inbox.