⚠️ Attention: you're reading an old email messaging article before the feature's upgraded version. Currently, Pipefy offers a rich and visual email builder in which you can easily add dynamic fields and set up email automations for different types of events. Learn more.

Obs: you may still be viewing the old version of email templates. If so, don't worry, the feature is being updated gradually to all users. Soon, you will have access to the new version of email templates with all the new functions.

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Estimated reading time: 3 minutes

What is email messaging?

Email messaging is a useful feature that allows you to send and receive emails without having to access your email inbox.

Simply access the email management tab clicking on the email icon on the sidebar of the left side of the card, write the email and send it.


Whenever someone replies to an email sent using email messaging the response will be logged in the email tab of that card, making it a lot easier to keep track of conversations via email with people outside of Pipefy such as customers or suppliers.

Ps. If the card was created via email inbox, the initial email will also be logged in the email management tab, making it even easier for you to track its origin and interact with the sender.

How can email messaging be used?

The email messaging feature is especially useful for interacting with people that aren’t Pipefy members such as customers or suppliers. 

Here are some of the situations in which email messaging can be used:

  • Customer service (helpdesk): Email messaging allows you to interact with customers that created helpdesk tickets whenever you need more information or just to let them know the issue has been solved;
  • Bug tracking: The email messaging feature allows you to interact with customers that reported bugs whenever you need more information or just to let them know the bug has been fixed;
  • Approval request: Whenever you need to ask a customer for approval (campaign briefing, contract analysis, etc.) you can send an email directly from within the card for easier change control;
  • Quotation request: Requesting quotation is an important part of any purchase process. Using email managing you can request quotations from multiple suppliers from within a single card, making it a lot easier to keep track of their responses.

This feature allows you to add attachments to the manually sent emails (up to 10MB) and it automatically saves any received attachments into the card's attachment section.

Here are some examples of how you can use email messaging in your department:

Finance

Centralize your stakeholders (customers, suppliers, team members) in a single place and easily visualize quotations, documents/attachments, and needs. By sending messages through the card, your team can easily consult data, values, and quickly answer it.

Customer Service

Easily visualize and answer your customers' requests or feedback by accessing emails in a single place (leave numerous communication channels behind). Use dynamic fields from email templates to customize messages and never leave a client hanging.

Human Resources

Communicate with new employees and candidates through email messaging and centralize your emails in a single screen/card.

By visualizing everything you need in the Recruitment or Employee Onboarding pipe, you can consult the information you need to send proposals, schedules, and many other possibilities, and also use dynamic fields to gather data from your cards to compose messages.

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