How to connect or disconnect your email account(s)

To get the most out of pipeMOTION™, connect the email accounts you use for client and business communication.

You can connect up to three email accounts, either during onboarding or at any time afterward.

Connecting an email account

After onboarding, you can connect additional email accounts at any time by following these steps:

1. Go to Settings > Email Accounts.

2. Click on Add another account.

3. Choose your email provider and follow the instructions to authorize the connection.

Once connected, pipeMOTION™ begins preparing your pipeline behind the scenes.

Your Revenue Pipeline System™ (RPS) starts organizing your contact data, communication activity, and follow-up activity so your pipeline is easier to review and manage.

Disconnecting an email account

You can disconnect an email account at any time by following these steps:

1. Go to Settings > Email Accounts.

2. Find the email account you want to disconnect.

3. Click the trash can icon next to the account and confirm the disconnection.

Once disconnected, pipeMOTION™ will no longer access or process new email activity from that account.

You can reconnect the account at any time.