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 permit PipelineDeals 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 30 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.
You can compose new messages from the Inbox, profile pages, and list views. If you wish to compose from the Inbox, click Compose email in the upper-right corner. 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.
If you’re emailing a contact, the sent email message will be added as an Activity on the recipient’s profile page. Place firstname.lastname@example.org in the BCC field to easily add the recipient as a contact!
Your email will be sent from the name and email address set as the primary email in My Profile.
Archive & Ignore Senders
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 regular email client it will be removed from the Email Inbox.
NOTE: The Activity will not be deleted if the email has already been filed as an activity on the record.
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 an 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 with? 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:
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 Email inbox in PipelineDeals, but you'll still get their emails on your standard 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: email@example.com - and the original address will still receive emails that you send to that address for testing (in the example above, emails sent to firstname.lastname@example.org would be received by email@example.com) but the system won't recognize it as the same email for the Email sync, so your internal communication wouldn't be synced up to your system. This works because the receiving mail server disregards anything after a plus sign - you could put anything you want in there and the original address will still receive it.
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.