Log email conversations to Pipeline CRM without turning on Email Sync. BCC or forward a message and Pipeline files it as an email activity on the right person, deal, or company — creating the records if they don't exist yet.
The two addresses
Address
Use it when
What happens
cc@app.pipelinecrm.com
You want the email filed automatically
Pipeline 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
Send from an address linked to your Pipeline CRM account, and put cc@app.pipelinecrm.com in the BCC field — not TO or CC, or it won't log properly.
Log an email automatically
- Draft your message in your email client as you normally would.
- Add cc@app.pipelinecrm.com to the BCC field.
- Send the email.
You can also forward an email you've already received or sent to the same address to log it after the fact.
This works best when the contact is associated with only one deal. If the contact is on multiple deals, Pipeline associates the email with 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 record is created for them.
- If the contact'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 contact before you BCC.
Choose where an email is logged
Use inbox@app.pipelinecrm.com when you need control over the destination — the contact is tied to multiple 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 and apply the associations.
Common uses
- Add a new contact 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, and the quote email logs to the contact's record with its attachment.
- Capture a reply you received elsewhere. Forward it to cc@app.pipelinecrm.com to file it, or to inbox@app.pipelinecrm.com to place it yourself.
Log emails from a different address
If you want to log activity from an address other than the one you sign in with:
- Go to My Profile in the top right corner.
- Open the Email tab.
- Scroll to Other Email Addresses and add the address.
Pipeline CRM will then recognize forwarded and BCC'd emails from that address as yours.
Need help? Contact support at customercare@pipelinecrm.com.