Email by Zapier + Pipeline CRM

Move deals in Pipeline CRM and send outbound emails with Email by Zapier

When a deal moves within your Pipeline CRM, this workflow springs into action to send an outbound email through Email by Zapier. It is an ideal solution to keep your contacts promptly informed about any important changes, without manual intervention. The simplicity and efficiency of this automation ensure you save time and maintain effective communication processes.

When this happens...
Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
TriggerInstant
automatically do this!
Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
ActionWrite

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Start free with email

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Supported triggers and actions

What does this mean?

- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write

- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- IdRequired
Action
Write

- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Search or write
- Email AddressRequired
Trigger
Instant
Try It
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Help

Related categories

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more Help

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CRM (Customer Relationship Management)

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Email by Zapier + Pipeline CRM

Move deals in Pipeline CRM and send outbound emails with Email by Zapier

Deal Status Changed

Status

Source

Stage

New Company

New Person

Source

Status

Create Event

Description

All Day?

Association Type

Association ID

Start Time

End Time

Category

Owner ID

Create Company

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

Created By User ID

Create Person

First Name

Check for Duplicates?

Mobile

Last Name

Phone

Position

Website

Email

Company

Type

Work Address 1

Work Address 2

Work City

Work State

Work Postal Code

Work Country

Home Address 1

Home Address 2

Home City

Home State

Home Postal Code

Home Country

Status

Source

Summary

Image URL

Facebook URL

LinkedIn URL

Twitter Username

User ID

Move Deal to Next Stage

IdRequired

Update Deal

IdRequired

Expected Close Date

Name

Company Name

Primary Contact ID

Status

Value

Stage

Source

Summary

User ID