BCC or forward an email to Pipeline CRM to log it on the right person, deal, or company, without turning on email sync.
Before you start
- Send from an email address linked to your Pipeline CRM account. To link another address, see Log emails from a different address below.
The two addresses
Address
Use it when
What happens
cc@app.pipelinecrm.com
You want the email filed automatically
Pipeline CRM picks the match and logs it immediately
inbox@app.pipelinecrm.com
You want to choose where it lands
The email waits in a queue for you to assign it
Log an email automatically
- Draft your message in your email app as you normally would.
- Add cc@app.pipelinecrm.com to the BCC field.
- Send the email.
Put cc@app.pipelinecrm.com in the BCC field, not To or CC, or the email won't log properly.
You can also forward an email you've already received or sent to cc@app.pipelinecrm.com to log it after the fact.
This works best when the person is linked to only one deal. If the person is on several deals, Pipeline CRM links the email to the deal that was updated most recently.
What gets saved:
- The email and its attachments are saved as an email activity on the recipient's profile.
- If the person isn't in Pipeline CRM yet, a person record is created for them. If the email doesn't include their name, the new record shows as Unknown. See Fix People That Show as Unknown.
- If the person's email domain doesn't match a company you already have, a new company record is created too. For example, jane@acme.com creates a company for
acme.com.
To avoid duplicate companies, make sure the company record already has an email address on the same domain as the person before you BCC.
Choose where an email is logged
Use inbox@app.pipelinecrm.com when you need control over where the email goes: the person is linked to several deals or companies, or you forgot to BCC and want to file the email yourself.
- Forward the email to inbox@app.pipelinecrm.com.
- Go to Tools > Email.
- Open the Forwarded tab.
- Select the email.
- Apply the associations.
Common uses
- Add a new person from an email: BCC cc@app.pipelinecrm.com when you email someone who isn't in Pipeline CRM yet. The person record is created and the email is logged on it.
- Track a quote: BCC cc@app.pipelinecrm.com when you send a quote. The quote email logs to the person's record with its attachment.
- Capture a reply you received elsewhere: Forward it to cc@app.pipelinecrm.com to file it automatically, or to inbox@app.pipelinecrm.com to place it yourself.
Log emails from a different address
To log emails from an address other than the one you sign in with:
- Click My Profile in the top right corner.
- Open the Email tab.
- Scroll to Other Email Addresses.
- Add the address.
Pipeline CRM then recognizes forwarded and BCC'd emails from that address as yours.
Need help? Contact support at customercare@pipelinecrm.com.