Stop juggling between your CRM and email clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.. With Pipeliner CRM’s integrated email features, you can streamline communication, boost productivity, and turn every email into a strategic advantage. It’s more than just sending emails—it’s about connecting with your prospects and customers in a more innovative, more efficient way, all from within your CRM.

Reimagined Communication, Built for Sales

Pipeliner CRM’s Email Integration isn’t just a basic mail-merge tool; it’s a powerful engine designed to optimize your outreach. Send emails directly from Pipeliner CRM and watch as your communication becomes more personal, more organized, and more effective.

Key Advantages for Your Team:

  • Effortless Integration: Connect seamlessly with your existing Microsoft 365 and Google Workspace accounts. No complicated setup, just instant productivity.
  • Precision Targeting: Send personalized emails to a single contact or a mass email to an entire list. With features like Mass Email, you can send unique, individualized emails to hundreds of recipients at once, ensuring everyone feels seen without anyone seeing the complete recipient list.
  • Intelligent Personalization: Go beyond “Hello [Name].” Our integration enables you to automatically insert 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. from Accounts, Contacts, Leads, and Opportunities directly into your email subject lines and bodies. This means every email is tailored to the recipient, whether you’re welcoming a new customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. or following up on a specific deal.
  • AI-Powered Assistance: Overcome writer’s block with our integrated AI Email Assistant. It can help you generate topics, suggest different tones, and even draft entire emails, so you can spend less time writing and more time selling.
  • Never Miss a Beat: With real-time email tracking, you’ll know exactly when a prospect opens an email, clicks a link, or replies. Use this valuable insight to follow up at the perfect moment, turning a simple click into a new conversation.
Pipeliner CRM Account view message feed feature

Automate and Accelerate with Email Sequences

Take your follow-up game to the next level with Pipeliner CRM’s powerful Email Sequences. Stop manually chasing leads and start a structured, automated outreach campaign that nurtures your prospects for you.

  • Smart Follow-Ups: Design multi-step sequences that automatically send follow-up emails based on recipient behavior. For example, set up a sequence to send an email “If not opened” or “If not clicked,” ensuring no leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. falls through the cracks.
  • Automate to Accelerate: Use conditional logic to unenroll a prospect from a sequence if they reply or unsubscribe. This saves you time and ensures your communications are always relevant.
  • Pre-Built Use Cases: Whether you’re welcoming new customers, managing contract renewals, or inviting prospects to an event, Pipeliner CRM’s sequences can be configured to automate these and other vital processes.

Every Interaction, Captured and Connected

With Pipeliner CRM, your email communication is automatically linked to the proper records. No more manual data entry.

  • Comprehensive Record Linking: Emails are automatically archived to the Feeds of relevant contacts and accounts. Need to link an email to a specific Opportunity or Lead? Do it with a single click before you send, and all future activity will be tied to that record.
  • Integrated Productivity: Automatically schedule follow-up tasks after sending an email or use our integration with appointment schedulers like Calendly to streamline meeting bookingsBookings Bookings are the net new contracts signed, in dollar amounts (typically ACV or TCV).. Everything is connected, so you can stay organized and on top of your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process..

Some Other Highlights:

Entering email, contact or URL will immediately start an online search for publicly available information, such as address, title, social media and more.

Make specific notes about a conversation, an accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., an opportunity or a contact.

Screenshots
Account view message feed

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Frequently Asked Questions (FAQs)

Pipeliner CRM’s Email Integration allows you to manage, send, and track all your sales communications directly from within the CRM, eliminating the need to switch between your CRM and email client. It helps your team by streamlining outreach, boosting productivity, automatically linking every interaction to the correct customer record, and enabling powerful features like Mass Email and Email Sequences for efficient follow-up.

Pipeliner CRM offers effortless integration with your existing Microsoft 365 and Google Workspace accounts. The setup is designed to be seamless, providing instant productivity without complicated configuration.

Yes. With the Mass Email feature, you can send personalized, unique emails to hundreds of recipients at once. The integration enables intelligent personalization by automatically inserting data from Accounts, Contacts, Leads, and Opportunities into your email subject lines and bodies, ensuring every email is tailored and feels individualized to the recipient.

ipeliner CRM provides two key features for follow-up and tracking:

  • Real-time Email Tracking: You’ll know the exact moment a prospect opens an email, clicks a link, or replies, providing valuable insight to follow up at the perfect time.
  • Email Sequences: This feature allows you to design multi-step, automated follow-up campaigns that nurture your prospects. Sequences can automatically send the following email based on recipient behavior (e.g., “If not opened” or “If not clicked”).

Yes. Every email communication is automatically captured and connected to the proper records. Emails are archived to the Feeds of relevant contacts and accounts. You can also link an email to a specific Opportunity or Lead with a single click before sending it, ensuring all future activity is tied to that record and eliminating the need for manual data entry.

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