Syncing your email with Pipeline CRM helps you keep all your customer interactions in one place, making communication easy and efficient! Follow these simple steps to connect your Gmail or Microsoft Exchange (Outlook, Office 365, Outlook.com) account.

Step 1: Sync Your Email

1. Log in to your Pipeline CRM account.
2. Go to the Home or  Email tab.
3. Click “Sync my email.”

Step 2: Choose Your Email Provider 

Select Google (Gmail) or Microsoft Exchange (Outlook, Office 365, Outlook.com).
⚠️ Please Note
The email you sync must match the one you use to log in to Pipeline CRM. Email aliases are not supported.

Step 3: Authorize the Connection

1. Log in to your email account.
2. Approve the connection to allow Pipeline CRM to sync your emails.

✅ Google Users → Sign in with your Google credentials and grant permissions.
✅ Microsoft Users → Enter your Microsoft credentials (if two-factor authentication is enabled, you may need to provide a code).

Step 4: Finish the Sync

• Once connected, Pipeline CRM will import emails from the past 60 days and match them with the right contacts.
• Sync Time: The initial sync might take a few minutes. If you see a message saying “Sync in progress,” no worries—it’s working! 🚀

🎥 This video will walk through the process of setting up your Email Sync:

⚠️ Things to Keep in Mind

Supported Email Domains: Pipeline CRM supports Microsoft-hosted Exchange, Office 365, and Outlook.com. Self-hosted or on-premises Exchange servers are not supported.

Troubleshooting Tips:

• Google Sender Rate Limits: Be aware of Google’s email sending limits.
• Frequent Google Email Disconnects? If your Google email keeps disconnecting daily, check out this guide for help.

How to Disable Your Email Sync

1. Click on Profile (top right corner).
2. Select My Profile.
3. Go to the Email tab on the left menu.
4. In the Synced Email section, click “Disable Email Sync.”

Email Features By Plan

For Start and Develop Plan Users:

On our Start and Develop plans, you can send single emails directly from Pipeline CRM to your contacts once you’ve synced your Google or Microsoft Exchange email account. You can send both trackable and non-tracked emails, making it easy to stay connected with your contacts! 

For Grow Plan Users:

The Grow plan includes powerful email features like unlimited email tracking, AI Email Assistant writing prompts, and tools for email templates, bulk emails, and email campaigns. These capabilities help you boost engagement and automate your email communication! 

For full details, check out the Pipeline CRM Pricing Page.