Sync your inbox with Pipeline CRM to send trackable emails, log conversations automatically, and never lose context on a deal.
Why Sync Your Email?
- Track opens — Know exactly when a prospect opens your message.
- Log automatically — Every synced email attaches itself to the right Company, Deal, or Person — no manual filing.
- See it all in one place — Read, send, and manage your synced inbox from the Email tab inside Pipeline CRM.
- Send campaigns — Reach multiple people at once directly from Pipeline CRM.
What You'll Need
- A Gmail or cloud-based Microsoft Exchange account.
- The email address you sync must match your Pipeline CRM login email (aliases aren't supported).
Not ready to sync your whole inbox? Clicking any email address in Pipeline CRM opens your default email app instead — no sync required.
Go Deeper
This article covers the basics. For step-by-step setup instructions, see Email Sync Setup. For a closer look at how Pipeline CRM protects your synced communications, see Email Sync Security.
Need help? Contact support at customercare@pipelinecrm.com.