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 customercare@pipelinecrm.com.
- Write your message as usual.
- 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.
Note: Ensure that you’re sending the email from your Pipeline CRM login email address or from an additional email address you’ve added in the Other Email Address section under My Profile settings.