PipelineDeals Help Center
Add People Using Email
PipelineDeals works with email to enable you to add new leads or contacts easily through email. The two ways to create a new lead in PipelineDeals via email are: email email@example.com and BCC firstname.lastname@example.org on your correspondence with a new lead.
Add new leads via email@example.com
You can 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 page.
Add new contact via firstname.lastname@example.org
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.
To use this feature, put your new person’s email address in the “To” field as normal and in the BCC field write email@example.com. Write your email as normal and send it to your new lead. PipelineDeals will create a new person profile on your behalf, record the email as an activity, and let you know that you have a new contact in your account.