Send, track, and manage your email to people from the Email tab in Pipeline CRM.
My Inbox
Read, reply to, and manage the email synced from your connected account without leaving Pipeline CRM. To connect your account, see Sync Your Email, then Read and Send Email from Your Inbox.
Scheduled
See every email set to send later. You can preview, edit, or delete a scheduled email before it goes out. See Schedule an Email to Send Later.
Forwarded
Find the emails you've logged by BCC to cc@app.pipelinecrm.com or by forwarding to inbox@app.pipelinecrm.com. This is useful for email you send from an account that isn't synced. See Log Emails and People by BCC or Forwarding.
Bulk Emails
Review the bulk emails you've sent, with quick metrics like recipients, delivery, opens, and clicks. See Send a Bulk Email.
Email Campaigns
View performance for each email campaign, including opens, clicks, unsubscribes, and engagement for each recipient. Bulk email and email campaigns are available on Grow and Enterprise plans, and creating campaigns requires the Can manage email campaigns permission. See Choose Between Bulk Email and Email Campaigns.
Recipients
See everyone who has received email from Pipeline CRM. This tab works like other list views: filter, sort, show or hide columns, and export the list. See Customize and Save List Views.
Analytics
Track email performance with charts for emails sent, open and click rates, and activity over time. Filter by sender, team, date range, or email type. See Track Email Opens and Clicks.
Templates
Create and organize reusable emails for faster outreach. See Create and Use Email Templates.
Your personal email settings
Go to your profile icon in the top right, then My Profile > Email to manage these settings:
- Primary Email Address: your login email and the address used for email sync. See Change Your Login Email Address.
- Email Links: choose what opens when you click an email address. See Choose Which App Opens Email Links.
- Email Sync: connect or disconnect your email account. See Sync Your Email.
- Email Signature: add a signature to the emails you send from Pipeline CRM. See Set Up Your Email Signature.
- Office Email Address: used for CAN-SPAM compliance in mass emails. See Meet CAN-SPAM Requirements in Pipeline CRM.
- Other Email Addresses: add other addresses you forward or BCC email from, so Pipeline CRM recognizes them.
Need help? Contact support at customercare@pipelinecrm.com.