Sync your inbox with Pipeline CRM to send trackable emails, log conversations automatically, and never lose context on a deal.
Why Sync Your Email?
- Track opens — Know exactly when a prospect opens your message.
- Log automatically — Every synced email attaches itself to the right Company, Deal, or Person — no manual filing.
- See it all in one place — Read, send, and manage your synced inbox from the Email tab inside Pipeline CRM.
- Send campaigns — Reach multiple contacts at once directly from Pipeline CRM.
What You'll Need
- A Gmail or cloud-based Microsoft Exchange account.
- The email address you sync must match your Pipeline CRM login email (aliases aren't supported).
💡 Tip: Not ready to sync your whole inbox? Clicking any email address in Pipeline CRM opens your default email app instead — no sync required.
Go Deeper
This article covers the basics. For step-by-step setup instructions, see Email Sync Setup. For a closer look at how Pipeline CRM protects your synced communications, see Email Sync Security.
Need help? Contact support at customercare@pipelinecrm.com.