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Email BCC Tracking

Log emails to Pipeline by BCC’ing or forwarding—no sync needed.
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Maria Herrell
Updated 6 days ago
Email Activity Tracking lets you log email conversations to Pipeline CRM without enabling Email Sync. By BCC’ing or forwarding your emails to Pipeline, you can log them as email activities into people, deals, or companies.

How to Log Emails Using BCC

When composing an email to a contact:
  1. In your email client, draft your message as you normally would.
  2. In the BCC field add [email protected] and send your email.
  3. OR Forward emails to [email protected].
When to Use [email protected]?

This works best when:
  • The contact is associated with only one deal.
    • If the contact is associated to multiple deals, it will associate the email to the deal with the most recent update.
  • You want a simple, automatic way to log emails without choosing a specific deal or company.
You can:What happens:
  • The email is saved as an activity on the sender’s profile.
  • The email and its attachments are added to the email activity.
  • If the person does not yet exist, Pipeline will create a record for them.

When to Use [email protected]?

Use [email protected] when you need more control over where the email is logged.

This is useful when:
    •    A contact is tied to multiple deals or companies and you want to choose the correct one.
    •    You forgot to BCC Pipeline originally and need to add the email after the fact.

After forwarding to this address, you’ll be able to manually assign the email to the correct person, deal, or company as needed. To find emails forwarded to [email protected]:
  • Go to Tools > Email.
  • Open the Forwarded tab.
  • Select the email and apply the associations.
Important Notes:
  • Make sure you’re sending the email from an address linked to your Pipeline CRM account.
  • Do not put [email protected] in the TO or CC fields, as it won’t log the email properly.
Alternative Email Addresses
If you want to log email activities from an address different from the one you use to sign in, add it to your profile:
  1. Go to My Profile (top right corner).
  2. Open the Email tab.
  3. Scroll to Other Email Addresses and add the address.
This ensures Pipeline recognizes forwarded or BCC’d emails as yours.

Need help? Reach out to [email protected].
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