In the world of sales, “auto-sync” is a powerful tool—but without the proper guardrails, it can turn your CRM into a dumping ground. Internal strategy emails, sensitive HR discussions, or personal notes often get swept up and attached to records where they don’t belong.

Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeperGatekeeper Gatekeeper is a person (e.g., an executive secretary), application (e.g., a subscription or authentication interface) or other entities that control access to a person or object with a desired attribute such as a premium feature in case of a software service, or the ability to make purchase decisions in case of a corporate executive. between your email provider (like Office 365 or Exchange) and your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process..

Sales CRM email integration

Why You Need Domain Restrictions

Transform Noise into Clarity

Without restrictions, your CRM feeds can become clogged with newsletters, vendor spam, and irrelevant chatter. The Pipeliner CRM Fix: By blacklisting specific domains, you ensure that only high-value, sales-relevant interactions appear in your Feeds. Your team sees exactly what they need to close the deal—nothing more.

using the setting menu for admin users

Absolute DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. Privacy

The most significant risk of email integration is accidental oversharing. You cannot afford for confidential internal emails (e.g., from legal or HR) to sync to an open contact record. The Pipeliner CRM Fix: Create a “Do Not Log” rule for your own company domain (e.g., yourcompany.com). Our bi-directional filtering ensures that no email sent to or received from these domains is ever captured.

Automate Your Data Cleanup

Sales reps shouldn’t waste their valuable selling time manually deleting insufficient data or cleaning up messy activity logs. The Pipeliner CRM Fix: Set your rules once in the Global Admin module. The system automatically filters out insufficient data before it ever reaches your records, keeping your records pristine without lifting a finger.

using the setting menu for admin users

How It Works

  • Global Admin Control: Manage rules for the entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). from a single dashboard.
  • Bi-Directional Filtering: We check both the sender and the recipient to ensure total coverage.
  • Seamless Integration: Works quietly in the background alongside your existing Office 365 or Exchange setup.

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Frequently Asked Questions

Yes. This is the most popular use case for this feature. By adding your own company domain (e.g., @yourcompany.com) to the restriction list, Pipeliner ensures that internal conversations, HR discussions, and strategy emails never sync to contact records or feeds.

Absolutely. The filtering is bi-directional. This means if you restrict a domain, Pipeliner will ignore emails received from that domain, as well as any emails you send to that domain.

Yes. You can add as many domains as you need to the restriction list. Separate them with commas in the Admin Module settings to exclude competitors, vendors, or personal email domains simultaneously.

Not at all. Email Domain Restrictions work seamlessly alongside your existing email integrations. Think of it as an extra layer of intelligence that sits on top of your Office 365 connection, filtering out the noise without interrupting your workflow.

This is a global setting managed via the Admin Module. This ensures that a system administrator can enforce consistent data privacy and hygiene standards across the entire organization, rather than relying on individual sales reps to manage their own settings.

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