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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… also use our "Create Email" option to send emails directly from Pipeliner choosing a single recipient… and given you access, switch to it when sending emails from Pipeliner

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… sent directly from Pipeliner using the Create Email option

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

Creating and Using Email Templates in Pipeliner

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail… Emails from Pipeliner Gmail Integration — Sending Emails from Pipeliner Once you’ve selected… use our Create Email option to send emails directly from Pipeliner choosing a single recipient or a group

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

Appointment Scheduler

Using Appointment Scheduler links when sending Emails from Pipeliner… If you don’t see it under the Tools menu, ask your Pipeliner Administrator to enable it from the Admin… Sending the Appointment Scheduler Link to your Contacts