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Email Sync Security

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Joss Rodriguez
Updated 2 weeks ago
Our Email Sync feature allows you to keep complete records of your customer interactions—all from one location, without the hassle of filing emails or switching between apps. This convenience is delivered with robust protections to secure your confidential communications.

How Email Sync Works
Pipeline CRM supports syncing for Google (Gmail) and cloud-based Microsoft Exchange email clients. Security practices differ slightly based on email provider:

For Google Gmail Users
  • No Raw Email Storage: Pipeline never stores raw email messages from Gmail on our servers.
  • Reflection Only: What you see in Pipeline is a direct reflection of your live Gmail inbox.
  • Activity Storage: If you create activities (like notes or deals) from emails within Pipeline, those records are securely stored—just like any other CRM data.
  • Account Data Deletion: All your Pipeline CRM account data is deleted 180 days after you cancel your subscription.
For All Other Email Providers
  • Initial Full Inbox Sync: Pipeline pulls your complete inbox once during the initial sync.
  • Email Copy Storage: Emails are stored on secure servers outside your email provider, regardless of whether you create a related activity in Pipeline.
  • Quick Deletion on Disconnect:
    • If you disable email sync or cancel your account, all email copies stored by Pipeline are deleted within 30 days.
    • Your original emails remain safely on your primary provider’s servers.

What Happens If You Disconnect?

  • Email Activities Stay: Disconnecting your email sync keeps all previously created email activities (like logged emails or notes) inside Pipeline.
  • Live Email Sync Stops: No new emails will be pulled or displayed in Pipeline after disconnection.

Your Data, Always Under Your Control

  • You can delete your data anytime.
  • Routine and automated data deletion after account cancellation.
If you have any questions or concerns about your email sync or data security, please contact our support team at [email protected]
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