Read, send, and manage your synced email in Pipeline CRM, with conversations logged as activities on the right people and deals.
Before you start
- Your email must be synced. The inbox works with Gmail and cloud-based Microsoft Exchange accounts. See Sync Your Email.
What you can do in the inbox
- View your email inside Pipeline CRM without switching tabs.
- Log email conversations as activities on people automatically.
- Compose, reply, forward, format text, and attach files as you would in any email app.
- See related deals and tasks alongside the conversation.
Actions stay in sync between Pipeline CRM and your email provider.
Open your inbox
- Sync your email if you haven't already.
- Go to Tools > Email.
- Open the My Inbox tab.
Your first sync imports email from the last 60 days, then keeps syncing new email going forward. For people already in Pipeline CRM, recent email history is logged on their profile as activities, and new emails are logged automatically. You also get in-app notifications for new email.
Compose and send an email
You can start an email from several places:
- From the Email tab: Click \+ Compose Email.
- From a person profile: Click the person's email address.
- From a list view: Select several people to send a bulk email. See Send a Bulk Email.
To compose from the inbox:
- Click Compose Email.
- Start typing a name or email address, then select the recipient.
- Write your message.
- Format the text and add attachments or links as needed.
- Click Send.
Your signature can be added to the email. See Set Up Your Email Signature.
What happens after you send
- Sent emails are logged as activities on the related people.
- Emails send from the primary email address set in your Pipeline CRM profile.
Emailing someone who isn't in Pipeline CRM yet? BCC cc@app.pipelinecrm.com and Pipeline CRM creates the person and logs the email on their record. See Log Emails and People by BCC or Forwarding.
Need help? Contact support at customercare@pipelinecrm.com.