How Pipeline Works with Email

Pipeline CRM offers powerful features to help you track your email correspondence, manage leads, and keep your sales process organized. Here’s an updated guide to all the ways Pipeline connects with your email—and how to get the most out of these tools.

Track Every Email—Automatically
Sync your email inbox with Pipeline to send trackable emails and campaigns. Know exactly when a prospect opens your message—no more wondering if your email disappeared into the void!
You can find more information on how to sync your email here.

Mailto Links
Not syncing your email? No problem! Clicking an email address in Pipeline launches your default email app (Gmail, Outlook, Apple Mail, etc.).

Tip: Want to change which app opens? Adjust your computer’s default email settings. For more information, click here.

BCC Tracking

When you email from Pipeline, your contact’s address is placed in the “To” field, and [email protected] is automatically added to “BCC.”

Pipeline logs the email as an activity—and uploads attachments—right to the contact’s profile.
If the contact doesn’t exist yet, Pipeline creates a new record for you.
Forgot to BCC? Just forward your sent email to [email protected] and choose where to log it.

Pro Tip: For replies you receive, forward them to [email protected] to keep the conversation tidy in one place.

Forwarded Emails

Need to pick exactly which record to log an email to? Send or forward your message to [email protected].

From the Email tab in Pipeline, you can manually associate the email with any Person, Deal, or Company.

Great for contacts tied to multiple deals.
Perfect if you want to log an email about Person A to Person B’s profile.

Which Email Address Should I Use?

[email protected]:
- Auto-logs emails to the contact’s profile.
- Creates new contacts if needed.
[email protected]:
- Lets you pick and choose where the email goes.
- Useful for complex associations or fixing missed BCCs.

You may find more information on Email BCC Tracking here.

Quote Tracking

Sending quotes? Add [email protected] to the CC or BCC line. Pipeline logs the quote activity to the first recipient’s profile—easy as pie! (Attachments aren’t saved, but all the details are.)
Review our article on our Email Quote Tracker here for more information.

Add New Leads on the Fly

Met someone new? Email [email protected] with the lead’s name in the subject and their info in the body. Pipeline creates a new lead profile and logs your notes—perfect for quick follow-ups.
Here’s more information on adding contacts to Pipeline using Email.

Seamless Integrations

Outlook: Sync emails, calendar, and contacts.
Gmail: Use our Chrome extension to file emails straight to Pipeline.
Email Sync Inbox: Access and reply to your inbox right from Pipeline. All correspondence is tracked automatically.

Customizable Email Settings

Track email opens/clicks: Turn on for insights, off for privacy.
Auto-log emails as activities: Enable for hands-off tracking.
Save attachments automatically: Choose to keep files organized, or add them manually if you prefer.

These settings can be tweaked by going to Settings > Email > Email settings.

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