Knowledge Base

Composing emails from Leads Inbox
Linking emails to your leads

Emails in leads

Breandan Flood, June 13, 2022

Pipedrive features two methods of managing your email conversations with your customers: email sync and Smart Bcc, both of which can be used to contact your leads from Pipedrive's Leads Inbox.

Composing emails from Leads Inbox

Once you click on a lead, you will then have the option to compose an email. In the lead detail view click "Email" and you can start writing your email.

Leads Email 1

You can view your previous emails from the leads detail view.

Leads email 2

Linking emails to your leads

You can also link your existing emails to your existing leads. From your email composer, you can search for a lead to link your email by clicking on "Link to existing" on the right-hand side of the page.

If you would like your emails to link to deals automatically, you can do this by going to Personal preferences > Email sync.

Leads email 4

If you use Pipedrive's Smart Bcc feature, this also works with leads. You can read more about Smart Bcc in this article.

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