PipelineDeals Help Center
With the PipelineDeals Email sync available with our Grow plan, you can handle all of your email correspondence in one place and streamline your sales workflow. No more switching back and forth between your email client and PipelineDeals, or using special BCC tricks to get email replies into the system.
- Access your entire email inbox
- Automatically log complete conversations on profile pages
- Create new contacts with a click
- Compose, read, reply to, and forward messages, formatted how you like, with or without attachments
- Archive less important messages
- Ignore senders to keep distractions at a minimum
You will also have access to email insights, which shows you the deals and upcoming tasks for each contact, right in the Inbox and alongside email messages.
The Email sync works with Gmail and cloud based Microsoft Exchange email, changes are synchronized — actions you take in the Email are reflected in your other inbox, and vice-versa.
Access Your Inbox
Once you give PipelineDeals permission to access your email account, the messages currently in your inbox will populate your PipelineDeals Email inbox. When the Email Inbox finds an email from someone who's a contact in PipelineDeals, it will automatically log 60 days of conversations with that contact — emails you received as well as sent — as Activities on the contact’s profile page. Future emails will be automatically logged as well.
After the initial sync, new emails will trigger in-app notifications so you can respond immediately, while you’re at the top of your contact’s mind. You can also forward messages or archive them; add the senders as contacts in PipelineDeals; or start new conversations.
Add New Contacts
If the sender is not a contact, add them to PipelineDeals right from the Connect Inbox or message reply screen. When the sender is added, previous emails to and from that sender will be logged as Activities on the contact's profile page. Please note that this is not limited to 60 days of history.
You can compose new messages from the Email Inbox, from profile pages, or from list views. If you wish to compose from the Email inbox, click Compose email button in the upper-right corner of the inbox. Start typing the person's name or email address in the ‘To' field, and if the message is to a PipelineDeals contact, we’ll quickly match the address. Format your message, add links and attachments, and create a customized signature that will appear at the end of your message. Your email will be from the name and email address you have set up for your PipelineDeals account.
If you’re emailing a contact, the sent email message will be added as an Activity on the recipient’s profile page.
Archive Messages, Ignore Senders, and More
When you archive a message in the Email Inbox it’ll be archived in your mail client, and vice-versa. Marking messages as 'read' works the same way. When a message is archived or deleted in your normal email client, it will be removed from the Email Inbox.
NOTE: If the email has already been tracked as an Activity in PipelineDeals, the Activity will not be deleted.
Ignoring a sender will archive all of the sender’s emails in the Inbox and block future emails from that sender from appearing in your PipelineDeals Inbox. No changes will be made to your regular email inbox - you'll still be able to receive email from the sender, but it won't be brought into PipelineDeals any longer. This is especially handy for clearing the inbox clutter of personal emails, office chatter, and other emails that aren't directly relevant to your sales pipeline.
If you receive an email from someone who is associated with multiple deals, which deal does the email get associated to? This feature is designed to allow users to update the deal association of inbound emails, if the sender is attached to multiple deals. Click the downward arrow to select which deal the email should file under. Check it out:
Frequently Asked Questions
What about my personal emails?
Unless you have a person profile within PipelineDeals for the person you've been emailing, there is no record stored in PipelineDeals. Your Email inbox is only visible to you, so any personal emails with people who are not in your PipelineDeals system as people will stay personal. If you mouse over the sender's email address, you will see a link with the option to ignore the sender. This will ignore emails from that person for the purposes of the Email inbox in PipelineDeals, but you'll still get their emails on your normal email client.
We have person profiles for internal testing, but I don't want internal communication synced to PipelineDeals. How do I prevent that?
If you have internal profiles for testing and you use Gmail, you will have your email record synced up to that profile, however there is an easy workaround. You can add "+test" to the end of the email address - for example: firstname.lastname@example.org - and emails that you send to that address for testing will still be received by the original address (in the example above, emails sent to email@example.com would be received by firstname.lastname@example.org) but the system won't recognize it as the same email for the purposes of the Email sync, so your internal communication wouldn't be synced up to your system. This works because anything after a plus sign is disregarded by the receiving mail server - you could put anything you want in there and it will still be received by the original address.
Why are my emails not appearing in the inbox?
The Email sync only pulls in emails that are in the INBOX, SENT or ARCHIVE folders for any users that are syncing their Google, Outlook or other email.