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With Pipefy's email messaging capabilities, you can centralize communication and collaborate with your team and stakeholders in one place,
Create email templates and automate their sending at all phases of your process.
Access all emails in a single Shared Email Inbox, with full visibility of your communication.
Create and customize email templates with different text formats, images, links, tables, and more.
You can use up to 100 dynamic fields with information from your process (such as card ID, card title, URL, requester's name, and more), and customize recipient email addresses (CC and CCO).
There are many ways that you can create new email templates or edit existing ones:
In your pipe, click the gear icon, located at the upper right corner of your screen. Then, click Email settings or Email templates.
Open a Card in your pipe and click Email, located at the upper left of your screen. By clicking, you'll be able to select an existing email template or create a new one from scratch.
In your Shared Email Inbox, click Email templates on the lower right corner of the screen.
Send emails directly from Pipefy, with updated information from your processes.
Create automations to send email templates once a card is moved to a phase of your process, when a card is created in your pipe, and much more.
Shared email inbox
Centralize all of your email exchanges in Pipefy.
With the Shared email inbox, you can connect information from your processes to your emails and gain full visibility of your team's due dates, assignees, attachments, comments, and more.