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.
📩 When to Use cc@app.pipelinecrm.com?
Best for automatic logging when sending or receiving emails.
- Works best when the contact is associated with only one deal.
- Add cc@app.pipelinecrm.com to the BCC field before sending an email.
- Forward received emails to cc@app.pipelinecrm.com – The email will be added to the sender’s profile as an activity.
- 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.
📩 When to Use inbox@app.pipelinecrm.com?
Best when you need to manually assign emails to specific contacts, deals, or companies.
- 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.
⚠️ Important Notes:
- 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.