Pipefy Email Templates

Create email templates to easily keep stakeholders updated and in the loop.
Communicate easily

With email templates, it’s easy to update a customer, ask for approval or notify an assignee.                            

Save time

Forget about manual and repetitive emails. Send automatic emails based on specific triggers. 

Be independent

Email templates are easy to set up. Map interactions and build your email flow. Do it by yourself.

Use dynamic content

Customize your email based on information collected during a process. Your email workflow template will always contain accurate information and will reach the correct stakeholders.

Centralize the communication flow

With Pipefy, all communication is in one place. You don’t need to search for email threads or messages anymore. Consult email templates sent, responses, and comments within the card of each demand. 

Adapt to your needs

You can create templates for every situation and send them automatically or manually. Pipefy’s email templates are flexible and adaptable in each workflow. 

Use email templates in different situations

Try Pipefy’s amazing email template features

Pipefy CS

Explore CS

Email workflow template benefits

  • Automatically update customers about their support requests
  • Send onboarding emails to welcome new customers
  • Change your template flows according to customers' information, like company size or industry

Pipefy Finance

Explore Finance

Email workflow template benefits

  • Keep employees updated about the status of their purchase and reimbursement requests
  • Send quotation and purchase order emails to suppliers on your purchasing process
  • Automatically notify customers by email in your accounts receivable flow

Pipefy HR

Explore HR

Email workflow template benefits

  • Keep candidates automatically updated on recruitment processes
  • Send welcome emails and provide the best onboarding experience to new employees
  • Automatically update employees about the status of their vacation, benefits and other HR requests

Pipefy Marketing

Explore Marketing

Email workflow template benefits

  • Send templates asking for a customer’s approval on marketing assets and receive feedback on Pipefy
  • Update customers about their marketing requests
  • Create email cadences on your lead management flow

Use Pipefy to communicate easily with stakeholders

Try Pipefy’s email templates features
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