Keep all your customer communications in one place by syncing your Gmail or Microsoft Exchange email account with Pipeline CRM.
Before you start
- The email you sync must match the one you use to log in to Pipeline CRM.
- Email aliases are not supported.
Email features By PlanStart and Develop plans: Send single emails (limited email tracking) directly from Pipeline CRM to your contacts.
Grow plan: Includes unlimited email tracking, AI Email Assistant, email templates, bulk emails, and email campaigns. See the Pipeline CRM Pricing Page for full details.
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Sync your email
- Go to Tools > Email.
- In the My Inbox tab, click Sync my email.
- Select Google (Gmail) or Microsoft Exchange (Outlook, Office 365, Outlook.com).
- Authorize the connection
- Log in to your email account.
- Approve the connection to allow Pipeline CRM to sync your email.
Once connected, Pipeline CRM imports emails from the past 60 days and matches them with the right contacts. The initial sync might take a few minutes.
Things to know
- Supported providers: Gmail, Microsoft-hosted Exchange, Office 365, and Outlook.com. Self-hosted or on-premises Exchange servers are not supported.
- What gets synced: Emails are synced to existing contacts listed in the TO and CC fields.
- Email sync does not create new contacts. To create new contacts:
- Use our BCC functionality by adding customercare@pipelinecrm.com.