Skip to content

Pipeline Integration

Do you care about accelerating and optimizing your sales pipeline? For most sales team members, this is their biggest goal. After all, it's only when you start making sales that you begin to see your business flourish.

Regardless of the product or service you offer, using the right platforms for your business is essential. But, what should you look out for in a good sales platform?

For starters, an excellent sales platform should be easy to set up and use, help keep your sales pipeline full, and come with a seamless email integration process.

Pipeline software is one such tool. It helps your business take full advantage of your sales opportunities and monitor each deal stage from beginning to end. It's no wonder sales team members love using its reliable features to increase their performance and bottom line.

And, since at Benchmark Email we're in the business of enabling sales and marketing teams with efficient and simple email marketing solutions, integrating with Pipeline was a no-brainer.
Let’s discuss the benefits of a Pipeline and Benchmark Email integration and how to set up the integration for optimal success.

Why Use Pipeline?

If you don't already use Pipeline to track and manage your sales opportunities, then we're about to tell you exactly what you're missing out on.

Pipeline is a powerful and easy-to-use Customer Relationship Management (CRM) software. It’s made by salespeople for salespeople, and sales teams across various industries take advantage of its deal stage tracking, so no opportunity goes overlooked.
Here are some of the major benefits that come with using Pipeline:


The Pipeline software is designed to be compatible with desktops, laptops, and iOS and Android mobile devices. So, no matter where you are (or where you're on your way to), you can check in on a prospect's deal stage and update your sales process. This makes keeping track of your sales contacts and checking developments at various deal stages super simple.

Deal and Lead Management

If you want to convert more leads to customers, you have to know as much about them as possible. With Pipeline, you can keep track of each interaction you have with your leads, taking note of special preferences and specific conversations. This keeps you up to speed on each prospect so you can implement effective, personalized lead nurturing and email marketing outreach.

Sales Tracking

Pipeline gives you access to the full picture. You can keep track of and record the entire customer relationship lifecycle, so each deal stage is clearly outlined and identified. With this kind of insightful sales tracking, you can uncover the most successful steps of your sales process for improved future outreach.

And don't worry about keeping remote teams in sync. Pipeline tracks deal and task assignments, comments, and collaboration so your team can stay-up-to-date and in the loop.

Organized Dashboards

Want a list of all your deals in an easy to access, single view? With Pipeline, consider it done. You can use various filters to adjust your viewing, creating dashboards based on your needs, and making deal stage tracking customized.

Less Data Entry

Pipeline integrates with Gmail and Microsoft Office so you can gather the most current customer data from various sources. You can also merge calendars and keep your contact information current without additional data entry and tracking.

Why Choose the Benchmark Email Pipeline Integration?

Benchmark Email helps you take your email marketing and lead nurturing to the next level. It provides you with an easy-to-use email builder and access to tons of email templates so you can send high-quality email campaigns to your customers and leads. Pairing it with a tool like Pipeline opens the door to tons of sales and marketing functionality.

Here are some undeniable pros to choosing the Benchmark Email Pipeline integration.

No Download Required

With the Benchmark Email Pipeline integration, you can bring together efficient sales and customer management with your email marketing, all without downloading anything. Syncing your contact management with your email tracking and performance is just a few clicks away.

Brings Together Lead Generation and Email Marketing

Lead generation and email marketing go hand in hand. From the moment you generate a new lead, your next line of thought should be which email campaigns to enroll them so you can continue the engagement.

When you send messages to your newly generated leads, it helps to have a process that is conducive not only to your productivity but to what eventually yields the best return. You need a simple way to tap into their information so the lead nurturing you compile makes sense.

With Benchmark Email's Pipeline integration, you're bringing these two components together. You're merging your lead generation with your email marketing so you can keep engagement flowing and send tailor-made emails that convert.

Seamless Lead Nurturing

Lead nurturing is the process of sending tailor-made emails to your prospects. By tapping into the customer data housed within your Pipeline account, your email marketing can be personalized to address your sales leads’ specific needs.

When you send your leads more personalized content, you're giving them what they need at the most advantageous times. This eventually speeds up the sales cycle by moving them through the funnel faster, resulting in ample closing potential.

Automates the Growth of Your Email Marketing List

Growing your email list ensures your inbound funnel thrives. The more leads you have to send email campaigns to, the more opportunity you have to create more customers. And we all know that the more customers you have, the more revenue you create for your thriving business.

This email integration funnels your Pipeline leads into your email marketing lists, making your list grow automatically.

Requirements for Using Benchmark's Email Marketing Software and Pipeline Integration

There are no complicated requirements for integrating Benchmark Email with your Pipeline account. Below are the essential things you need:

Sign Up for a Free Benchmark Email Account

This is a given, but you must have a Benchmark email account to use our email marketing solution. However, as previously mentioned, the process of signing up for an email account comes at no cost under our free plan. The entire process of creating and setting up the account takes less than 15 minutes.

To start, you’ll need to provide your first name, last name, phone number, and email address. You will also be required to provide your organization name, organization list size, and login information. Next, you'll need to create a password for accessing your account.

To get the most success out of our tools, you will be asked to specify what you wish to accomplish with Benchmark:

  • Connecting your eCommerce tools to Benchmark Email.
  • Sending email newsletters or cart abandonment emails to your customers.
  • Automating your email marketing process.
  • Capturing more leads and growing your sales.

Hit the "Create Free Plan" option, and your account becomes active.

Sign Up for Pipeline

Visit the Pipeline website and click on "Try it Free" to start the signup process.

Note that the entire registration process at this stage requires no credit card details. To create a new account, you need to input your full name and email address. Next, select a password for your account. Then, click on the "Sign Up" button.

When the process is done, you will receive an email to verify your email address. Open the email, and click on "Verify Email." You will need to fill in a couple of details to get your account up and running.

Pipeline will prompt you to provide some company information. Once done, click on "Get Started."

Tips for Integrating Benchmark Email with Pipeline

Once you've signed up for both tools, it's time to get the benefits of email marketing and optimizing your sales pipeline.

Log In to Your Benchmark Email Account

Open your Benchmark Email application to begin the integration process. Select the first name option located at the top page by the right. This option will produce a dropdown. From there, select the option "Integrations." Then, select the "Get Started" option.

You'll be directed to a new page that will show the various Benchmark Email integrations. Locate and click on "Pipeline" to begin the process.

Locate the API Key

Login to your Pipeline account and click on your username to continue to account settings. Select the "Pipeline API" option. The API is located on the menu, which is on the left side of the page.

Next, enter a "Technical Contact Email" and click on "Enable API Access." Copy the API, which is required for the integration process.

Copy the API Key and paste it into the specified field within your Benchmark Email account. Click "Save & Next."

Complete the Integration

In your Benchmark Email account, select a contact list or create a new contact list to add your contacts to. Click "Save & Next."

Review and map your list field. Click "Save & Next."

This completes the integration process. Note that since integration is a one-time import process, you will need to upload Pipeline contacts that you acquire after this point.

However, when you go to integrate again, you can choose the previous connection or create a new one.


Using a powerful tool like Pipeline for monitoring your sales performance and pairing that with strategic email marketing will help your team reach their goals and keep revenue coming in for your company.

Ready to implement effective lead nurturing for your Pipeline leads? Get started with Benchmark Email today!