Estimated reading time: 1 minute.

With email templates, you can send emails directly from Pipefy to customers, suppliers, leads, and more. This way, you can save time by sending the same email to different people and centralizing all communication in one place.

To make your operation easier, it is possible to create email templates with dynamic content (which adapt according to the pipe fields) and automate sending emails, simplify, and standardize communication workflows. Watch this video:

0:00 Introduction

0:32 How to create an automation

2:18 Email templates

3:26 Automation example

Are you looking for more tips? Join the Pipefy Community, where you can share your issues, give feedback about our product and engage with other members. Enjoy Pipefy University’s free courses to learn how to optimize your company's processes with our platform.

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