Step 1: Sync Your Email
- Log in to your Pipeline CRM account.
- Go to the π Home or π§ Email tab.
- Click βSync my email.β
Step 2: Choose Your Email Provider
π Select Google (Gmail) or Microsoft Exchange (Outlook, Office 365, Outlook.com).β οΈ Important: The email you sync must match the one you use to log in to Pipeline CRM. Email aliases are not supported.
Step 3: Authorize the Connection
- Log in to your email account.
- Approve the connection to allow Pipeline CRM to sync your emails.
β Microsoft Users β Enter your Microsoft credentials (if two-factor authentication is enabled, you may need to provide a code).
Step 4: Finish the Sync
π₯ Once connected, Pipeline CRM will import emails from the past 60 days and match them with the right contacts.β³ Sync Time:The initial sync might take a few minutes. If you see a message saying βSync in progress,β no worriesβitβs working! π
π₯ This video will walk through the process of setting up your Email Sync:
β οΈ Things to Keep in Mind
πΉ Supported Email Domains: Pipeline CRM supports Microsoft-hosted Exchange, Office 365, and Outlook.com. Self-hosted or on-premises Exchange servers are not supported.
πΉ Troubleshooting Tips:
β’ π Google Sender Rate Limits: Be aware of Googleβs email sending limits.
β’ π Frequent Google Email Disconnects? If your Google email keeps disconnecting daily, check out this guide for help.
π Thatβs it! Now your emails will sync automatically, making it easier than ever to track and manage customer interactions in Pipeline CRM! ππ§
How to Disable Your Email Sync
- Click on Profile (top right corner).
- Select My Profile.
- Go to the π§ Email tab on the left menu.
- In the Synced Email section, click βDisable Email Sync.β
Email Features By Plan
For Start and Develop Plan Users:
On our Start and Develop plans, you can send single emails directly from Pipeline CRM to your contacts once youβve synced your Google or Microsoft Exchange email account. You can send both trackable π and non-tracked β emails, making it easy to stay connected with your contacts!
For Grow Plan Users:The Grow plan includes powerful email features like unlimited email tracking π, AI Email Assistant writing prompts βοΈ , and tools for email templates π, bulk emails π€, and email campaigns. These capabilities help you boost engagement and automate your email communication!
For full details, check out the Pipeline CRM Pricing Page.