Before you start
- The email you sync must match the one you use to log in to Pipeline CRM.
- Email aliases are not supported.
Start and Develop plans: Send single emails (limited email tracking) directly from Pipeline CRM to your contacts.
Grow plan: Includes unlimited email tracking, AI Email Assistant, email templates, bulk emails, and email campaigns. See the Pipeline CRM Pricing Page for full details.
- Go to Tools > Email.
- In the My Inbox tab, click Sync my email.
- Select Google (Gmail) or Microsoft Exchange (Outlook, Office 365, Outlook.com).
- Authorize the connection
- Log in to your email account.
- Approve the connection to allow Pipeline CRM to sync your email.
Things to know
- Supported providers: Gmail, Microsoft-hosted Exchange, Office 365, and Outlook.com. Self-hosted or on-premises Exchange servers are not supported.
- What gets synced: Emails are synced to existing contacts listed in the TO and CC fields.
- Email sync does not create new contacts. To create new contacts:
- Use our BCC functionality by adding [email protected] to your email. This adds the new person and logs the email as an activity.
- Add new contacts manually from the My Inbox tab.
Disable Email Sync
- Click the Profile icon in the upper right corner.
- Select My Profile.
- Go to the Email tab.
- In the Synced Email section, click Disable Email Sync.
Troubleshooting
Google email keeps disconnecting: If your Google email disconnects frequently, check Google's session length guide for help.
Microsoft connects to the wrong mailbox: Sign out of all Microsoft 365 apps, remove cached credentials from your Windows settings, and clear the application cache.
💡 Tip: Be aware of your email provider's sending limits when sending emails through Pipeline CRM.
Need help? Contact support at [email protected].