Email Sync Setup
The PipelineDeals email sync supports Gmail and Microsoft Exchange (including Outlook, Office 365, Outlook.com, and ActiveSync) email accounts.
Microsoft Exchange emails need to be cloud-based and is not compatible with on-site servers.
Sign in to PipelineDeals and in either the Home or Email tabs click Sync my email. Select your email provider, Google or Microsoft Exchange. Your email must match the email you use to log in to your PipelineDeals account and you cannot use an alias.
You may be asked to use your Exchange username and server under Advanced Settings
For the Exchange Server you should enter the address of your Exchange server, like
mail.office365.com. You can see this in the address bar when logging in to the Outlook Web App.
If you have two-factor authentication enabled, you'll need to generate an app password using Microsoft's instructions to place in the Password field box.
The Email sync may support IMAP configurations for cloud-based emails as well, such as those hosted by GoDaddy and other cloud-based domains on an Exchange server. You will need to use your Outlook365 server settings to configure the sync using IMAP. Common Providers Authentication Settings.
Once this sync completes the past 30 days of emails to and from your contacts in PipelineDeals will automatically import and associate with the contact (based on email address). This historical sync can take some time, and so while that is being completed, you'll see the message below:
Supported Exchange settings
Suggested settings information for the Microsoft Exchange Administrator: Office 365 admin settings
If you're selecting Microsoft Exchange but a Google login modal opens, follow this workaround to force Microsoft login: Login with Microsoft Exchange
Your Exchange account must have ActiveSync Autodiscovery enabled: Testing Exchange Autodiscovery
If you run into Error: Exchange error 129 you'll need to work with the admin of your Exchange account to properly configure device settings: Checking for quarantined EAS devices
If you're unable to authenticate, please see this article to ensure proper server and account configuration setup: Common Authentication Issues
Google sender rate limits explained: Email sending limits