Send Email from CRM Workflow
Automate Personalized Sales Emails
Mass personalized emails from CRM workflows, ensuring engagement without sacrificing deliverability
Mass personalized emails from CRM workflows, ensuring engagement without sacrificing deliverability
Use Ring.io's Template Editor to design your ideal email, set up a trigger based on CRM events, and automate sending with personalization at scale. When activated, Ring.io pulls the correct lead data from your CRM, sends the email through your rep’s outbox, and ensures every communication is tracked for complete visibility.
Personalization and deliverability that changes the game
Reps can create and share powerful, personalized messages, enhancing team collaboration and effectiveness.
Using your corporate mail server, Ring.io ensures emails land in inboxes just like manually sent ones, maintaining your communication's authenticity and effectiveness.
Every email sent is automatically logged in your CRM, keeping your data up-to-date and providing full visibility into engagement metrics.
Share successful email templates among team members, fostering a culture of success and continuous improvement in outreach strategies.
Channels are not created equally. You might discover that one is working better for your prospects or customers than other. We hand-picked channels and their combinations to deliver the percentage of engagement you can close your quota with.
Send Email from CRM Workflow
You can use Ring.io’s Template Editor to craft the perfect email template. The editor allows for personalization and customization to ensure your messages resonate with your leads. Once created, these templates can be triggered automatically from within your CRM workflow based on specific events.
Almost any event logged in your CRM can trigger the automatic sending of an email through Ring.io. This includes lead form submissions, status changes, or any custom event that you define within your CRM workflow.
When a workflow triggers an email send, Ring.io merges the chosen template with the right lead data from your CRM. This process ensures that each email is personalized with the lead's information, making the message relevant and engaging.
Yes, every email sent through Ring.io is automatically tracked and logged in your CRM. This feature provides full visibility into your email engagement metrics, allowing you to monitor and analyze the effectiveness of your outreach efforts.
By using your corporate mail server to send emails, Ring.io ensures high deliverability rates. Emails appear as if they were manually typed and sent directly from the sales rep’s outbox, helping to bypass spam filters and increase the likelihood of your message reaching the lead's inbox.