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Email

Email Overview

Email is only available in Standard accounts. Onpipeline provides an internal email client that allows you to read and write emails. If you have an email account using IMAP and SMTP (it’s a standard) then you will be able to connect to Onpipeline. Emails will be automatically linked to contacts and deals We’ll connect emails […]

Connect your email account

You can connect any mailbox to your Onpipeline account. Email Sync feature is compatible with all major email providers. Just go to Settings / Email and enter your credentials to connect IMAP account (read) SMTP account (send) At user level you can configure your “personal email”, if you are an Admin you may add one […]

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 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 […]

How to connect my Office365 email account to Onpipeline

On standard accounts go here The mailbox form appears with the IMAP and SMTP server. Type in your email address, user name, password and other details as follows, then click on save.   Two-way sync of the Sent folder: mails sent from Onpipeline are written back to your office365 account and vice-versa. If you access […]

How to create an app password on Office365 using MFA

In case the multi-factor authentication is enabled for your user account, you can use an app password to login. Just use this password instead of your usual password to connect your email to Onpipeline. An app password allows to connect Onpipeline to your Office365 account securely! Go to https://account.activedirectory.windowsazure.com/AppPasswords.aspx (login as user) to create one […]

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 […]

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 […]

Send Bulk Emails to your Contacts

* Advanced Plan required * Get the most out of your business emails. Find recipients using filters in list views, select them and use custom templates. You can track the status of your emails and schedule them to be sent at convenient times. Once you have selected your list, click again on the “Bulk Email” […]

Email host names and ports from the most used mail providers

Problems configuring sync with your email? Industry default email ports (for almost all the providers) are: IMAP: PORT 993 | SMTP: PORT 465 (SSL) OR 587 (TLS) Please find below the configuration data of the most used email providers: Gmail – G Suite Office 365 Aws Workmail Rackspace Godaddy Gmail – G Suite Email (your […]

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