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Gmail by cardbox similar solution


guilherme-sindcomercioto

Hi there, anyone knows about a solution on pipefy that works like Gmail by Cardbox on Trello?

 

Explaining: On gmail by Cardbox you can connect your gmail account and attach a email or several ones on a card. By then that email gets sincronized.

Best answer by caio-silveira

Hi, Guilherme!

I hope you're doing well.

Pipefy offers two similar solutions:

  1. It's possible to sync email accounts using an SMTP connection. Once connected, every received email will be displayed in Pipefy's Shared Mailbox (https://help.pipefy.com/en/articles/5301189-configure-a-shared-inbox).

  2. Another similar solution is the Card’s Email Box. Each card has its own unique email, and whenever someone replies to that email, it will be linked not only to Pipefy’s Shared Mailbox but also to the specific card itself (https://help.pipefy.com/en/articles/900230-how-to-use-a-card-s-email-box).

 

 

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4 replies

Ezequiel Souza
Forum|alt.badge.img+14

Hi Guilherme.

 

Pipefy can integrate with Gmail, but I don’t know is possíble use it as CardBox.

 

I wish good luck!


caio-silveira
Pipefy Staff
  • Pipefy Staff
  • 1 reply
  • Answer
  • August 24, 2023

Hi, Guilherme!

I hope you're doing well.

Pipefy offers two similar solutions:

  1. It's possible to sync email accounts using an SMTP connection. Once connected, every received email will be displayed in Pipefy's Shared Mailbox (https://help.pipefy.com/en/articles/5301189-configure-a-shared-inbox).

  2. Another similar solution is the Card’s Email Box. Each card has its own unique email, and whenever someone replies to that email, it will be linked not only to Pipefy’s Shared Mailbox but also to the specific card itself (https://help.pipefy.com/en/articles/900230-how-to-use-a-card-s-email-box).

 

 


marcosmelo
Forum|alt.badge.img+18
  • Pipefy Legend
  • 1465 replies
  • August 24, 2023
caio-silveira wrote:

Hi, Guilherme!

I hope you're doing well.

Pipefy offers two similar solutions:

  1. It's possible to sync email accounts using an SMTP connection. Once connected, every received email will be displayed in Pipefy's Shared Mailbox (https://help.pipefy.com/en/articles/5301189-configure-a-shared-inbox).

  2. Another similar solution is the Card’s Email Box. Each card has its own unique email, and whenever someone replies to that email, it will be linked not only to Pipefy’s Shared Mailbox but also to the specific card itself (https://help.pipefy.com/en/articles/900230-how-to-use-a-card-s-email-box).

 

 

Good solution!


Ezequiel Souza
Forum|alt.badge.img+14

Hi 


I didn’t know about that! Thanks for sharing.


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