Create cards via email
Setup your pipe’s email inbox to create new cards via email!
Pipefy allows you to setup an email addess to which you and other users can send emails and automatically create a card on your Pipe.
This feature allows you:
Create new cards on your helpdesk pipe whenever someone sens you an email to [email protected];
Create new cards on your sales pipeline whenever someone writes to [email protected], etc.
Setting up your email inbox helps you make sure important information and opportunities won’t get lost in your team’s email inbox.
This feature also allows you to create a structured process in order to track the way your team deals with incoming requests/opportunities. It extracts information from the emails and creates the cards according to the information correspondence you determine.
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