Send a one-to-one email from a contact's page and log it automatically
Write to a lead from their record with a template, and the email lands on their timeline.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, contact page.
Early access. This is built and being rolled out. It needs some set-up first, such as your own keys or accounts, and we onboard it with each business. Ask about it
- Open the contact.
- Pick a template or write fresh in the rich editor.
- Send. It goes from the one-to-one stream.
- The email is logged on the timeline.
What you get
What comes out of it.
A single history per person.
Templates with merge fields.
A stream with its own address and daily limit.
Who it is for. Salespeople.
You may also know this as: CRM email templates, log emails in CRM, send email from CRM.
Related things you can do
More from Email, sequences and lead magnets
Want to send a one-to-one email from a contact's page and log it automatically?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.