Pipeline CRM offers convenient methods to add new leads or contacts directly through email, streamlining your workflow and ensuring your CRM stays up-to-date.

Method 1: Email leads@app.pipelinecrm.com to create a New Lead
When you’re on the move and want to quickly add a new lead:

1. Compose an Email:
   • In the To field, enter leads@app.pipelinecrm.com.
   • In the Subject line, type the name of the lead.
   • In the Body, include relevant details such as how you met, their email address, phone number, or any other pertinent information.
2. Send the Email:
   • Upon sending, Pipeline CRM will create a new lead profile using the provided information.
   • The content of your email will be recorded as an activity on the lead’s profile.

Method 2: BCC cc@app.pipelinecrm.com When Emailing a New Contact
If you’re reaching out to a new contact and want to add them to Pipeline CRM:

1. Compose Your Email:
   • In the To field, enter the new contact’s email address.
   • In the BCC field, add cc@app.pipelinecrm.com.
   • Write your message as usual.
2. Send the Email:
   • Pipeline CRM will automatically create a new person profile for the contact.
   • The email will be logged as an activity on their profile.
   • You’ll receive a notification confirming the addition of the new contact.