Overview
The Add Deals via Email feature allows you to create deals in your CRM by sending an email to a pipeline-specific email address, letting you quickly log opportunities without manually entering them into the CRM.
Any email sent to your pipeline address will:
Automatically create a new deal, when an email is sent, forwarded, or CC'd
Add the deal to the default stage of the pipeline
Log any replies or forwards within the same thread as notes on the deal
Finding Your Pipeline Email Address
Each pipeline is assigned a unique email address in the format:
<6-letter-id>@crm.tracxn.com
To find the unique email address of your pipeline:
Go to Deal Flow CRM
Open the pipeline where you want to add a deal.
Go to Add Deals → Add Deals via Email
Copy the pipeline’s unique email address or email it to yourself for faster access.
Image: Choose Add Deals via Email
Image: Copy the Email Address of the pipeline
How Deals Are Created (Email Format)
When an email is received, the system parses it and maps the content to the following deal fields:
Email Field | CRM Field |
Subject | Deal Name |
Body | Deal Notes |
Attachments | Deal Attachments |
Recipients | Associated Entity |
The deal is created in the default stage of the pipeline.
Example Email
Here is an example of how an email can be structured to create a deal. This example is only for the purpose of demonstration.
Image: Example Email sent to the pipeline
Resultant Deal Added in the pipeline
Image: Deal added as a result of Add Deals via Email
Permissions & Requirements
The sender’s email ID must be a part of your Tracxn account.
If the email address is not recognized, the deal will not be created.
Tips
Use a clear and unique subject line so the deal title is easy to identify.
Add relevant documents as attachments to keep deal materials organized.
CC relevant contacts to automatically associate them with the deal.
If you have any further questions or require assistance, please reach out to your My Analyst or Tracxn Support