Pipeline CRM’s Email Inbox lets you read, send, and manage your synced email without leaving Pipeline. It also automatically logs conversations as Activities on the right People and Deals, so your team always has the full context.  What You Can Do in the Email Inbox
- View your inbox inside Pipeline (no tab-juggling required).
- Automatically save email conversations to contact profiles as Activities.
- Add a new contact from an email in one click.
- Compose, reply, forward, format, and attach files like a normal email client.
- Archive messages or ignore senders to stay focused.
- See related deals and tasks alongside the conversation. 
Pipeline Email Inbox works with Gmail and cloud-based Microsoft Exchange so actions stay in sync between Pipeline and your email provider.
Access the Email Inbox
- Enable Email Sync (Google/Gmail or Microsoft Exchange).
Click here for more information on how to sync your email.
- Once synced, your emails appear in Pipeline’s Email Inbox.
- For known contacts, Pipeline logs recent email history to their profile as Activities (and continues logging new emails automatically).
- You’ll also get in-app notifications for new emails. 
Your first sync imports email history up to the last 60 days, then continues syncing going forward.
Compose and Send Emails You can start an email from:
- The Email tab (use +Compose Email)
- A Person profile (click their email address)
- A List View (select multiple contacts for bulk email) 
Compose from the Inbox
- Click Compose Email.
- Start typing a name/email to select recipients from your contact list.
- Write your message, format it, and add attachments/links (your signature can be applied too). 
What Happens Next?
- Sent emails are logged as Activities on the related contact profiles.
- Emails send from the primary email address set in your Pipeline profile. 
Tip: Emailing Someone New? If you want Pipeline to automatically create a new person record when you email a brand-new contact, add customercare@pipelinecrm.com.