Pipefy Team

Best practices to use Pipefy’s email tools according to our Terms of Service and Privacy Policy.

Pipefy’s email guidelines

Send emails directly from a card, and keep track of the responses.

Set up your Pipefy's Email Inbox to automatically create cards in a pipe whenever you receive an email.

Attach files in emails you send through your Shared Inbox.

Learn how to set up Canned Responses for your cards and Email Templates.

Learn how to redirect email addresses from Gmail or Outlook to Pipefy's Shared Inbox.

Learn how to set up an automatic signature for your emails

Send email messages through any SMTP mail server.

Pipefy's email tool centralizes messages and creates a collaborative inbox for your team. Here is how to set it up.

Place a custom icon in closed cards to show which cards have received new emails in the pipe view

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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