Gmail users who have enabled the "Gmail for Sending Emails integration" to Pipeliner can now also use our Create Email option to send emails directly from Pipeliner choosing a single recipient or a group. Options include “Standard Email” — a single email sent to all recipients — or “Mass Email” — individual emails sent separately to each recipient.

Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings” ⤵

Click on "Activate", select your Google account ⤵

and then click on "Coniinue" to enable the right permissions ⤵

Click on "Configure" to choose your options ⤵

NOTE: the Gmail for Sending Emails integration only enables the sending of emails from out of Pipeliner - it does not save emails into Pipeliner. For that you need the "Gmail for Email Synchronization".

If your Administrator has allowed it, you can decide about the default visibility of your emails to other users in the EMail Default Sharing dropdown.

Public - all users who have rights to see the Account or Contact that the email is linked to, will also be able to open and read the linked email.

Private - all users who have rights to see the Account or Contact that the email is linked to, will be able to see that an email has been sent or received but will not be able to open and read the linked email.

It can be extremely useful for other users - for example, the Marketing Team - to be able to send emails on a user’s behalf. Another perfect example of this is when emails are sent to customers using the Automatizer tool and the email should be sent from the Owner of the Account or Contact rather than from the same generic email address.

Each user has to allow this level of access to their email address by selecting the preferred options. To allow their email address to be used by Automatizer processes and in Email Sequences, each user should tick the box “When option Record’s owner email account is used”

To allow Mass Emails to be sent from their personal email address by other users, tick the “Mass Emails” box and then choose whether “All Users” or “Selected Users” will be able to send the Mass Emails. Most users will probably choose “Selected Users” and then choose from the user list to select the right people.

The main difference between a “Standard” email and a “Mass” email is that a mass email will be sent as a separate email to each individual recipient (no recipient will see who else it has been sent to) whereas for a “Standard” email, recipients will be able to see all other recipients.

NOTE: The maximum number of recipients for either type of email is 200.

In the Pipeliner app, click on the "Contacts" or "Accounts" menu, switch to the List View and select one or more "Contacts" or "Accounts" by ticking the box(es) on the left hand side. The “Create Email” button will become available ⤵

NOTE: You can access the List View from the main Views dropdown in any main menu area and also when accessing the Contacts tab of an Account. This is really useful when you want to send an email to all Contacts for a company.

NOTE: To select all records in a List (from wherever you see it), click in the top left button  ⤵

Click "Create Email" and then choose “Standard”.

NOTE: If you have not already enabled the Gmail for Sending Emails integration, you will now be prompted to login to your Google account. Enter your email address and password and then accept the permission settings.

NOTE: A “Standard Email” will be sent to all recipients as a single email (each recipient will be able to see all other recipients in To: or CC:) ⤵

Also, you can type individual email addresses into Pipeliner and it will search the system so you can easily add more addresses. When searching for an email, it will look within Account, Contact and User email addresses.
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Type (or paste) in your "Subject Line"; the body of your email and your usual signature.

NOTE: You can use rich text formatting, insert links and attach files.
​NOTE: The maximum size of attachments is 30MB ⤵

If your administrator has added a Google company email and given you access, switch to it when sending emails from Pipeliner. In order to use a company email, change the “From” field in the dropdown menu ⤵

When you send your email, it will be copied to the Feeds tab of the contacts that were included as recipients by the Gmail for Sending Emails integration.

You can also tick the option to “Log Email as task Email”. Selecting this option allows you to choose the type of task that will be logged — it defaults to Email — and you’ll then be able to include these tasks in your "Activity" reporting ⤵

The "Subject" of the task includes the email addresses that the Standard email was sent to, has the subject line of the email in the "Description" field and it is linked to all the contacts you included as recipients. You can edit the "Subject" and "Description", add a "Reminder" and even change the date before saving.

Finally, you can plan a follow up for yourself by choosing the option to “Create follow-up task Email with due date of +2 business days”. You can select both the type of task to be scheduled and the number of business days to add to today’s date — e.g. a call for 3 days time.

You can select from 1 – 5 business days in the future or a specific date from the date field at the bottom ⤵

The follow-up task also has the subject line of the email in the "Description" field and is linked to all the contacts you included as recipients. It is scheduled for today+x days (as you selected). You can edit the "Subject" and "Description", add a "Reminder" and even change the date before saving.

In the Pipeliner app, click on the "Contacts" or "Accounts" menu, switch to the List View and select one or more "Contacts" or "Accounts" by ticking the box(es) on the left hand side. The “Create Email” button will become available ⤵

NOTE: You can access the List View from the main Views dropdown and also when accessing the Contacts tab of an Account. This is really useful when you want to send an email to all Contacts for a company ⤵

NOTE: To select all records in a List (from wherever you see it), click in the top left button  ⤵

Click "Create Email" and then choose “Mass”.

All the options for composing your email are the same as for a “Standard” email.

Remember, the main difference between a “Mass” email and a “Standard” email is that a mass email will be sent as a separate email to each individual recipient (no recipient will see who else it has been sent to) ⤵

Type (or paste) in your "Subject Line"; the body of your email and your usual signature ⤵

For a mass email, you can include an unsubscribe link so contacts and accounts can opt out of your email communications. Click the unsubscribe button at the bottom of the form to generate a link in your email. You can customize the text if you wish ⤵

When you send your email, it will be copied to the Feeds tab of the contacts that were included as recipients by the Gmail email integration.

You can also tick the option to “Log Email as task Email”. Selecting this option allows you to choose the type of task that will be logged — it defaults to Email — and you’ll then be able to include these tasks in your Activity reporting ⤵

The "Subject" of the task is "Email" (which you can edit) and has the subject line of the email in the "Description" field and it is linked to all the contacts you included as recipients. You can edit the task before saving.

Finally, you can plan a follow up for yourself by choosing the option to “Create follow-up task Email with due date of +2 business days”. You can select both the type of task to be scheduled and the number of days to add to today’s date — e.g. a call for 3 days time.

Additionally, you can choose to send Standard or Mass emails directly from within the Archive. The best way to do this is by switching to the list view and selecting all "Archived Opportunities" you wish to send an email ⤵

If you wish to send emails from the Pipeline view, please click on any Opportunity or Lead and the create email option will appear. Or, press "Shift + Command + Click" to select multiple Leads or Opportunities for a mass email ⤵

After sending an email, we give you the choice of deleting it at any time in the Feeds section. You may want to delete specific emails for a variety of reasons, such as if they contain sensitive information that should not be visible to all users. These emails can now be deleted from Pipeliner without affecting the original email in Gmail. In order to delete an email, you can click the "Remove" button at the top of any email you have sent ⤵

If you get an email containing the following message "Please note that your emails have not synced properly with your Pipeliner account. Please review your IMAP settings within Pipeliner application."

or "Scheduled report [report name] could not be generated

Please navigate to the Apps tab in Settings (just as if you were enabling the integration for the first time) and reactivate your integration(s) ⤵