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Gmail Integration — Sending Emails from Coevera
Gmail users can use the Coevera Create Email option to send emails directly from Coevera and choose a single recipient or a group… should be sent from the Owner of the Account or Contact rather than from the same generic email address… Sending Emails from the Archive
Microsoft 365 (Office 365) — Sending Emails from Coevera
This article covers sending emails directly from Coevera using the Create Email function, send to a single recipient or group… (entity) type - if you are sending your email from a Contact record, only Contact-based Email Sequences… As a follow up action after sending your email, you can choose to enrol the recipients into an Email
Sending a Mass Email Campaign
Sending a mass email campaign is simple and allows you to improve your team’s sales outreach by giving you campaign insights… Simply click the “From” field in the email editor and then select the company email address from the… Mass ⤵ When sending a Mass Email from the “Pipeline” or “Board View” in Leads, Opportunities,
Company Emails
Learn about adding Company Email addresses for users to use when sending emails from inside Coevera… Whether you’re sending marketing communications or notifications, sometimes you want to send emails from… that you are sending the emails from
Exchange Email Integration errors — identifying and resolving the problems
You may receive email(s) about your data not being fully synchronized with Coevera. Below is an explanation how to respond to the emails… Contact Customer Support Hi Pipeliner User, Please note that your Pipeliner data has not synced properly… Hi Pipeliner User, Please note that your Pipeliner data has not synced properly with your Exchange account
Email Integration using Twilio SendGrid
Using the integration to SendGrid for sending bulk emails from Coevera… Update the required settings for "Sending emails from this email account is allowed from" ⤵ Coevera… Customers can now sign up for a Twilio SendGrid account and use it for sending emails from Coevera
Automatizer - Triggering a Process from an Email
Processes can be triggered by various properties of an email sent from or received into Coevera for all customers using Automatizer… Manually triggering a process from an email in the Feeds… As well as the existing triggers, from the 5.15 release (May 2025), Automatizer processes can now be
Changing Password for Exchange/Office 365 integration
sections highlighted in red: Hi Pipeliner User, Please note that your Pipeliner data has not synced… codes below: ====================== Sync Report Stats ====================== Team space alias name: Pipeliner… "Activate" or "Reactivate" those features which were mentioned in the email alert
Voyager AI - Analyis of Email Content, Suggesting Replies, Summarising or Creating Action Points from Email Threads
Use the power of Voyager AI to analyse the content of email conversations… From within an email or email conversation thread on the Feeds tab of a record or from the main Feeds… the email From within an email or email thread, click on the AI dropdown and select Suggest Reply
Coevera Email Inbox - Emails Preview Screen
Users can browse, filter, read, and act on their email conversations across one or more connected email accounts… Outlook Email, MS Exchange Email, Gmail for Email Synchronization, Gmail for Sending Emails, SendGrid… Here's the logic behind that: Each user has one mailbox Pipeliner picks up one connected email