Fix Email Disconnections in Pipeline CRM

    Reconnect your email account and stop it from disconnecting again.

    Before you start:

    • The email address you sync must match the one you use to log in to Pipeline CRM. Email aliases are not supported.
    • Some fixes require your Google Workspace or Microsoft 365 administrator.

    Signs your email is disconnected

    • New emails stop logging as activities on your People and Deals.
    • You are asked to sign in again when you open Tools > Email.

    Step 1: Reconnect your email

    Most disconnections are a routine re-authorization by your email provider. Reconnecting takes about a minute and resolves it.

    1. Go to Tools > Email.
    2. On the My Inbox tab, disconnect your current email account.
    3. Click Sync my email.
    4. Select Google (Gmail) or Microsoft Exchange.
    5. Log in to your email account and approve the connection.

    Reconnecting does not delete emails already logged on your People and Deals.

    If your email stays connected, you are done. If it disconnects again within a few days, keep reading.

    If Google Workspace keeps disconnecting you

    Google Workspace organizations can require users to re-authorize connected apps like Pipeline CRM after a set period. Your Google Workspace administrator controls this setting.

    Ask your admin to

    Why it helps

    Admin guide

    Extend the session length for connected apps

    Stops the scheduled re-authorization from firing so often

    Set session length for Google Cloud services

    Exempt Pipeline CRM from session restrictions

    Removes Pipeline CRM from the policy entirely

    Exempt apps from session length settings

    Mark Pipeline CRM as trusted in app access controls

    Stops IT policies from blocking the connection outright

    Control app access to Google Workspace data

    If Microsoft 365 keeps disconnecting you

    Microsoft 365 disconnections usually trace back to restricted app consent, a Conditional Access policy forcing re-authentication, or a recent password or multi-factor authentication change.

    If you see the message "Pipeline CRM needs permission to access resources in your organization," follow Fix the "Need Admin Approval" Error in Outlook for the full Azure walkthrough.

    Ask your admin to

    Why it helps

    Admin guide

    Enable user consent for verified publishers

    Lets you approve Pipeline CRM yourself, without a ticket

    Manage user consent to apps in Microsoft 365

    Pre-approve Pipeline CRM organization-wide

    Grants consent once for everyone on your team

    Review permissions granted to enterprise applications

    If your organization switched email providers

    Moving between Google Workspace and Microsoft 365 breaks your sync because it is still authorized with your old provider. You do not need a new account or a support ticket — follow Step 1 above and select your new provider.

    If your email address changed during the migration, update your Pipeline CRM login email first. The address you sync must match the address you log in with.

    Still disconnecting?

    Email us with these details so we can investigate:

    • Your email provider (Gmail, Office 365, or Outlook.com)
    • When it last disconnected
    • A screenshot of any error message
    • Whether your IT team recently changed security or app-consent settings

    Need help? Contact support at customercare@pipelinecrm.com.