Email Sync
Sync your inbox with Pipeline to send trackable emails and know exactly when a prospect opens your message. You can also send email campaigns directly from Pipeline.
💡 Tip: For full setup instructions, see Email Sync Setup.
Not using email sync? Clicking any email address in Pipeline opens your default email app (Gmail, Outlook, Apple Mail, etc.).
BCC Tracking
By adding [email protected] to the BCC field in your email, you can manually track emails into Pipeline without syncing your email.
- Pipeline logs the email as an activity and uploads any attachments to the contact's profile.
- If the contact doesn't exist yet, Pipeline creates a new record automatically.
- Forgot to BCC? Forward your sent email to [email protected]!
Forwarded Emails
Need to choose exactly which record an email is logged to? Forward your message to [email protected].From the Email tab in Pipeline, manually associate the email with any Person, Deal, or Company.
This is especially useful when:
- A contact is tied to multiple deals.
- You want to have full control of where the email is associated with.
Quote Tracking
Add your quote tracking address to the CC or BCC line when sending quotes. Pipeline logs the quote activity to the first recipient's profile. (Note: attachments aren't saved, but all other details are.)
For more details, see Email Quote Tracker.
Add New Leads by Email
Met someone new? Email your lead-capture address with the lead's name in the subject line and their details in the body. Pipeline creates a new lead profile and logs your notes automatically.
For more details, see Add Contacts to Pipeline Using Email.
Email Integrations
- Outlook — Sync emails, calendar, and contacts.
- Google Chrome Extension — File emails directly to Pipeline from Gmail.
- Google Workspace — Sync your calendar and contacts.
- Email Sync Inbox — Access and reply to your inbox from within Pipeline with automatic activity tracking.
Customize Your Email Settings
Go to Settings > Email > Email Settings to adjust:
- Track email opens and clicks — Turn on for engagement insights, or off for privacy.
- Auto-log emails as activities — Enable for hands-free tracking.
- Save attachments automatically — Keep files organized, or add them manually.
Need help? Contact support at [email protected].