Emails

Pipefy’s email guidelines

Best practices to use Pipefy’s email tools according to our Terms of Service and Privacy Policy.

Written by Claudia Bär
Updated over a week ago

What is a Shared Inbox?

Pipefy's Shared Inbox centralizes email messages and creates a collaborative inbox for your team. Learn more.

Written by Ian Castelli
Updated over a week ago

Create new cards from received emails

Set up your Pipefy's Email Inbox to automatically create cards in a pipe whenever you receive an email.

Written by Ian Castelli
Updated over a week ago

How to set up a custom email address via SMTP

Send email messages through any SMTP mail server.

Written by Claudia Bär
Updated over a week ago

How to redirect an external email address to a pipe email

Learn how to redirect email addresses from Gmail or Outlook to Pipefy's Shared Inbox.

Written by Ian Castelli
Updated over a week ago

How to set up an Email Signature

Learn how to set up an automatic signature for your emails

Written by Rodrigo Subirá
Updated over a week ago

Meet Pipefy's email tools

Keep your communication flowing and optimize your team's work.

Written by Claudia Bär
Updated over a week ago

How to use a card's email box

Send emails directly from a card, and keep track of the responses.

Written by Isabelle Wuilleumier
Updated over a week ago

How to show that a card has received new emails

Place a custom icon in closed cards to show which cards have received new emails in the pipe view

Written by Raphael Costa
Updated over a week ago

Create, edit, and send Email Templates

Learn about email templates and how they help establish a smarter, faster, and standardized communication flow.

Written by Ian Castelli
Updated over a week ago

Setting an Email Template as a default

Use this tool to standardize your email communication and gain even more agility in your processes.

Written by Claudia Bär
Updated over a week ago

How to set Email Template automations

In just a few steps, learn how to create automations using email templates.

Written by Ian Castelli
Updated over a week ago

How to add attachments to an Email Template

Learn how to attach files in email templates or custom emails you’ve created from scratch.

Written by Isabelle Wuilleumier
Updated over a week ago

How to add images as attachments in email templates through HTML code

Add attachment fields in email templates and display images directly in the body of the email.

Written by Ian Castelli
Updated over a week ago

How to customize email templates (HTML and Markdown)

Create awesome, engaging email templates using the available customization options

Written by Isabelle Wuilleumier
Updated over a week ago

Adding dynamic fields to Email Templates

Automatically insert information from cards in your email messages.

Written by Isabelle Wuilleumier
Updated over a week ago

How to send email templates directly from cards

Learn how to create and send email templates directly from your cards.

Written by Isabela Saciotti
Updated over a week ago

What to do when an email template contains unsupported HTML code?

Users who choose to migrate old email templates to the new editor format may have to adapt the HTML code to the new template format.

Written by Ian Castelli
Updated over a week ago

Canned Responses

Learn how to set up Canned Responses for your cards and Email Templates.

Written by Rodrigo Subirá
Updated over a week ago