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Email

Mailchimp Automatic Export

MailChimp is an email marketing provider you may use to design and distribute email campaigns. Mailchimp can be integrated into Onpipeline, allowing you to export filtered list of contacts into Mailchimp Audiences. Connecting MailChimp with Onpipeline requires a MailChimp account. If you wish to create a MailChimp account, click here. Connect your account to Mailchimp […]

Email Templates

Email templates represent the easiest way for salesperson to save time! Text of messages can be standardized so as not to forget important parts when writing to a customer. In Onpipeline, under settings / email,  you will find and email template editor. A template can be Private or shared with your Team. You decide this […]

Write an email

Within your Onpipeline account you will be able to write an email from anywhere you see an email address. Just click on it to open the email client. All emails sent to contacts or received from an email you have in the CRM will be automatically connected to the proper contacts or open deals linked […]

Email Overview

Onpipeline provides an internal email client that allows you to read and write email like other clients. If you have a standard email account using IMAP and SMTP then you will be able to connect to Onpipeline. We’ll connect your emails automatically to your contacts and deals and include an email tracking tool. You are […]

Connect your email account

You can connect any mailbox to your Onpipeline account. Just go to Settings / Email and enter your credentials to connect IMAP account (reads emails) SMTP account (sends email) At user level you can configure your “personal email”, if you are an Admin you may add one email account (IMAP+SMTP) for each Team. The system […]

Email Tracking

In just one click you will see when the email sent from the application was opened and clicked by the recipient. Morever, you can track if your attachments (i.e. offers) were opened. You can see opens by clicking on the green eye in your sent message. You can see clicks or downloads by clicking on […]

Google Emails

Google  added a new  feature that allows users to disable access from what they call “less secure apps” – or apps that use username and password login (opposed to Google’s OAuth2), which is the case with most email clients! The list of affected apps includes several third-party mail apps including  famous clients like Outlook or […]

Onpipeline is a great sales CRM to build and visually manage your sales pipeline, get and organize Leads from 3rd parties through web forms and API, and much more.
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