Send personalized emails to a whole list of contacts at once — each one delivered individually, with opens and clicks tracked automatically.
Before you start
- Your email must be synced. If the Send Bulk Email button is missing, your email has likely become un-synced — see Fix Email Disconnections in Pipeline CRM to fix it.
- Every recipient needs a valid address in the Work Email field.
Send a Bulk Email
- Go to your People or Deals list view.
- (Optional) Apply filters to narrow the list to the group you want to reach.
- Select the records you want to email.
- Click Send Bulk Email at the top of the list.
- Choose a saved email template, or write a new message.
- Add merge tags such as
{{first_name}}to personalize each email. - Review your message and confirm the recipient list looks right.
- Click Send Now, or schedule the email for later.
Who Receives Your Email
Record type selected
Who gets the email
Person
The contact you selected
Deal
The primary contact on the deal
Emails always go to the address in the Work Email field. Each message is sent individually, so recipients never see each other.
Sending limits
- You can send to a maximum of 1,000 recipients at a time, due to Google and Outlook limits.
- Your daily total also depends on your own email provider's sending limits.
Track Your Results
- Go to the Email tab and open the Bulk Email list view to see opens and clicks for each send.
- You can also check delivery status in the Activity Feed on any individual contact record.
Tips for Better Results
- Keep subject lines clear and specific.
- Use merge tags — personalized emails get opened more often.
- Avoid spam trigger words like "free," "guarantee," and "urgent."
- Send a test to yourself before emailing a large group.
Need help? Contact support at customercare@pipelinecrm.com.