Sync your Gmail or Microsoft email account so your emails are logged automatically on the people already in Pipeline CRM.
Before you start
- The email address you sync must match the one you use to sign in to Pipeline CRM. Email aliases aren't supported.
- You need a Gmail account or a Microsoft-hosted account (Exchange Online, Office 365 or Outlook.com). Self-hosted and on-premises Exchange servers aren't supported.
Sync your email
- Go to Tools > Email.
- Open the My Inbox tab.
- Click Sync my email.
- Select Google (Gmail) or Microsoft Exchange.
- Sign in to your email account.
- Approve the connection so Pipeline CRM can access your email.
Pipeline CRM imports your emails from the past 60 days and logs each one on the matching person. The first sync can take a few minutes. Once it finishes, you can read and reply to your synced email from the Email Inbox.
What gets synced
- Emails are logged on existing people whose email address appears in the To or CC field.
- Email sync doesn't create new people. If an address doesn't match anyone in Pipeline CRM, the email isn't logged.
To add someone new while you email them, BCC cc@app.pipelinecrm.com. Pipeline CRM creates the person and logs the email on their record. See Log Emails with BCC or Forwarding for details.
Email features by plan
Plan
What you get
Start
Send individual emails from Pipeline CRM, with up to 250 tracked emails per user
Develop
Send individual emails, with unlimited email tracking
Grow and Enterprise
Unlimited email tracking, plus AI Email Assistant, email templates, bulk emails and email campaigns
See the Pipeline CRM pricing page for full plan details.
Switch providers or fix a disconnection
If your organization moves between Google Workspace and Microsoft 365, disconnect your email in Tools > Email and reconnect with the new provider. For the full steps, and for fixing an account that keeps disconnecting, see Fix Email Disconnections in Pipeline CRM.
Need help? Contact support at customercare@pipelinecrm.com.