Email is only available in the Standard plan.
Onpipeline provides an internal email client that allows you to read and write emails.
You can continue working with your preferred email client or use Onpipeline to read and send emails, or both solutions. The main goal is to access relevant client information in one place, and that’s what you can achieve with Onpipeline!
What is SMTP?
SMTP (Simple Mail Transfer Protocol) is the technology responsible for sending emails.
What is IMAP?
IMAP (Internet Message Access Protocol) is the method for accessing and managing emails stored on a remote server. It enables you to keep your inbox synchronized across platforms.
Email Sync Alternative
We offer the option to connect directly to your email service (email sync), but we also provide fast and alternative methods for writing and reading messages within Onpipeline.
1) Bcc email address
A Bcc address is automatically enabled in your account. With our Bcc email function you have the option to manually transfer specific email conversations to your CRM – The Bcc address serves as an alternative method to syncing your Email with IMAP.
2) Internal SMTP service
You can alternatively send emails from Onpipeline without configuring your own email. Messages will be sent from our SMTP automatically putting you in cc. It’s not a 100% integration, but it does the job. Most recipients will not get the difference: If the recipient replies, the address will automatically be your own email.
This feature is available in all sections where it is possible to send emails, and you can use email templates
During the free trial you are allowed to send only 3 emails per day. For paid accounts there are higher daily limits, but the average user is unlikely to reach those limits.
Email Sync
Both IMAP and SMTP are standard email protocols used by all email service providers.
1) Personal Email
This is your personal email address (you@yourcompany.com) that you can configure so that Onpipeline can read and connect your emails to contacts and deals. The SMTP account will allow you to send your emails from your Onpipeline account.
2) Team Email
A team Email is a shared address that all users within the team can read and (if authorized) use to write emails. A typical team email is sales@yourcompany.com, but if you have more teams you could have emails like office1-sales@yourcompany.com, office2-sales@yourcompany.com, etc. Please be advised that team emails shall be IMAP accounts (groups or redirects will not work).
Automatically linked to contacts and deals
We’ll connect emails to your contacts and deals and include an email tracking tool that allows you to see if the email was opened / clicked, or your attachments were opened.
You are free to use Onpipeline for all your day-to-day business emails OR use another email client at the same time. You will always find your emails! Each email you receive or send – stored in a IMAP folder that you sync – will be automatically linked to its Contact and any open Deal. You will see the email under history/email of the contact or deal page.
If the deal is not open or the customer’s email is not registered in the CRM when the email comes in (synced with Onpipeline), the message will not be linked. You can always link the message to deals and contacts through the email client. Just open the message an look for these symbols
Personal emails are private
Your personal emails remain private and cannot be accessed by other users. Conversations are linked to CRM contacts/deals only when those contacts exist in the CRM.
If you prefer to keep only business conversations inside Onpipeline, you can sync selected IMAP folders instead of your entire mailbox. Another option is to handle customer communications through a Team email account instead of personal email accounts.
If you are ready you can connect your email