Create cards via email
This feature allows you to:
Create new cards on your helpdesk pipe whenever someone sends you an email [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.
To learn more about how to setup your pipe’s email inbox, check out our knowledge base content.