Add People Using Email
PipelineDeals works with emails to enable you to add new leads or contacts easily. The two ways to create a new lead in PipelineDeals via email are email firstname.lastname@example.org and BCC email@example.com on your correspondence with a new, or existing, lead.
Add new leads
Email firstname.lastname@example.org to create a new lead in your account. This feature is great to use when you’re on the run and you want to record info to follow-up with a new person.
To use this feature, type the name of the lead in the subject line of the email. In the body of the email record information about how you met the lead, an email address, phone number or other contact information. When you email email@example.com the text in the body of the email will be recorded as an activity on the lead’s new profile.
Add new contacts
If you are sending an email to a new lead or contact for the first time, and you do not already have that person in your PipelineDeals account, you can easily create a new person profile in your account using our BCC feature.
Put your new person’s email address in the To field as normal and in the BCC field write firstname.lastname@example.org. Write your email as normal and send it to your new lead. PipelineDeals will create a new person profile, record the email as an activity, and let you know that you have a new contact in your account.