Email Sync Setup

The Pipeline email sync supports Gmail and Microsoft Exchange (including Outlook, Office 365, Outlook.com, and ActiveSync) email accounts.

Microsoft-hosted Exchange, Office365, and Outlook.com email domains only. Email sync is not supported for on-premises or otherwise self-hosted Exchange servers.

Sign in to Pipeline and in either the Home or Email tabs click  Sync my email. Select your email provider, Google or Microsoft Exchange. Your email must match the email you use to log in to your Pipeline account and you cannot use an alias. 

Next, you'll be asked by your email service provider to approve the connection. You will be prompted to log in to your email.

Google 

Approve the connection

Microsoft Exchange

You will be redirected to the Microsoft login page to enter your credentials. If you have two factor authentication enabled for your Microsoft account then you may need provide a code from your authenticator app.

Sync established

Once this sync completes the past 60 days of emails to and from your contacts in Pipeline will automatically import and associate with the contact (based on email address). This historical sync can take some time, and so while that is being completed, you'll see the message below:


Supported Exchange settings

Microsoft-hosted Exchange, Office365, and Outlook.com email domains only. Email sync is not supported for on-premises or otherwise self-hosted Exchange servers.

Troubleshooting

Google sender rate limits explained: Email sending limits