If you'd like to keep your email conversations organized in Pipeline CRM without syncing your email, Email Activity Tracking lets you easily save emails to the correct contacts, deals, or companies—making everything neat and accessible for your team! 

This method is just right for you if you prefer to track your interactions without connecting your email.

Why Use Email Tracking in Pipeline CRM?

• Saves time – No more manually logging emails!
• Keeps everything organized – Every conversation is stored where it belongs.
• Improves team collaboration – Everyone can see past interactions and keep deals moving.

Which Email Should You Use?

• cc@app.pipelinecrm.com – Best for automatic logging when sending or receiving emails.
• inbox@app.pipelinecrm.com – Best when you need to manually assign emails to specific contacts, deals, or companies.

• Add cc@app.pipelinecrm.com in the BCC field before sending.
• The email (including attachments) will automatically be saved under the recipient’s profile.
• If the contact doesn’t exist in your CRM yet, Pipeline will create a new profile for them

• Forward it to cc@app.pipelinecrm.com – The email will be added to the sender’s profile as an activity.
• Works best when the contact is associated with only one deal

• A contact is tied to multiple deals or companies, and you want to choose the correct one.
• You forgot to BCC cc@app.pipelinecrm.com when sending an email – Just forward the email from your sent folder to inbox@app.pipelinecrm.com to manually assign it.
• You’re discussing one person’s deal with another contact (e.g., emailing Person B about Person A’s deal).
• Managing Multiple Deals? If a contact is involved in multiple deals or companies, or if you need to manually assign an email to the correct record, use inbox@app.pipelinecrm.com instead.

• Make sure you’re sending the email from an address linked to your Pipeline CRM account.
• Do not put cc@app.pipelinecrm.com in the TO or CC fields, as it won’t log the email properly.