Pipeline CRM

    Send an Email from Pipeline CRM

    Email a contact directly from their record, using templates, formatting, and attachments — without leaving Pipeline CRM.

    Before you start: Your email must be synced. See Email Sync if you haven't connected your account yet.

    Step 1: Open the email composer

    Go to the record you're working on — a deal, company, or person — and click the contact's email address:

    Where you are

    Where to click

    List View

    Make the Email column visible, then click the email address

    Person Profile

    Click the email address in the Contact Info box

    Company Profile

    Find the address in Contact Info or the People section

    Deal Profile

    Find the address in the People section

    Step 2: Write your message

    1. Enter your subject in the SUB field at the top of the composer.
    2. Click Insert template to apply a saved template, or write your message from scratch.
    3. Use the formatting toolbar to set font and size, apply bold, _italic_, or underline, add color, and structure text as paragraphs, block quotes, or headers.
    4. Add images with the image icon, or hyperlinks with the chain icon. Links are tracked automatically, so you can see when a contact clicks one.
    5. Click Add Attachment to include files. Attachments are tracked too — you'll know when a contact opens one.

    Need advanced control over the layout? Click HTML View to edit the source directly. Close the HTML view before saving, or your changes won't apply.

    Step 3: Preview before you send

    Two ways to check how your email will look:

    • Click Send me a test email instead of Send Now.
    • Send the email to yourself first.

    Step 4: Send or schedule

    Click Send Now, or use the arrow beside it to pick Schedule for later. See Scheduling Emails for the full scheduling options.

    Emailing several contacts at once

    1. Use checkboxes to select the records you want to email. Filter your list first to narrow it down.
    2. Click Send Bulk Email to open the composer.

    Working from the Deals tab? The email goes to the primary contact on each selected deal.

    Full details are in Send a Bulk Email.

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