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Gmail Integration — Sending Emails from Pipeliner
Gmail users can use the Pipeliner Create Email option to send emails directly from Pipeliner CRM and choose a single recipient or a group… our Create Email option to send emails directly from Pipeliner choosing a single recipient or a group… Emails integration only enables the sending of emails from out of Pipeliner - it does not save emails
Microsoft 365 (Office 365) — Sending Emails from Pipeliner
This article covers sending emails directly from Pipeliner using the Create Email function, send to a single recipient or group… Click on an email address from anywhere you can see it in Pipeliner and choose "Create Email" ⤵… (entity) type - if you are sending your email from a Contact record, only Contact-based Email Sequences
Email Integration using Twilio SendGrid
Using the integration to SendGrid for sending bulk emails from Pipeliner… Update the required settings for "Sending emails from this email account is allowed from" ⤵ Pipeliner… Customers can now sign up for a Twilio SendGrid account and use it for sending emails from Pipeliner
Creating and Using Email Templates in Pipeliner
Office 365 and Gmail users can create and use rich text, WYSIWYG and HTML email templates to send personalised emails from Pipeliner… Emails from Pipeliner Gmail Integration — Sending Emails from Pipeliner Click on the Tools… use our Create Email option to send emails directly from Pipeliner choosing a single recipient or a group
Management Reports — Scheduling Reports
Learn how to schedule reports to be sent out from Pipeliner by email. You decide who to send to, when and in what format… Emails from Pipeliner or Gmail Integration — Sending Emails from Pipeliner… This works in the same way as any other standard email that you send from Pipeliner ⤵ NOTE: You will
Email Tracking in Pipeliner
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users… Emails from Pipeliner Gmail Integration — Sending Emails from Pipeliner For each individual… Email Tracking is available for all emails sent directly from Pipeliner using the Create Email option
Personalizing the content of Emails
Users can create and share personalised and HTML Email Templates. Templates can be used with Office 365 and Gmail email integrations… Emails from Pipeliner Gmail Integration — Sending Emails from Pipeliner When sending a “Standard… integration to Pipeliner can use our Create Email option to send emails directly from Pipeliner choosing
Company Emails
Learn about adding Company Email addresses for users to use when sending emails from inside Pipeliner… Whether you’re sending marketing communications or notifications, sometimes you want to send emails from… Pipeliner by changing the “From” field in the dropdown menu ⤵ NOTE: it's important to understand
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,
Integrating your Gmail with Pipeliner CRM
Learn how to integrate Gmail with Pipeliner CRM. All emails you send to and receive from Contacts who are in Pipeliner will appear in Feeds… Incoming copies of emails appear in Pipeliner after they have been transferred from your email client… Send an email to the email address in your contact record from Gmail