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Email Drip Sequences
Build CRM-triggered email sequences with personalization, conditional branching, and per-contact send history. Set it once, let it run.
Core features
Start a drip automatically when a new lead comes in, a form is submitted, or any CRM event fires, no manual send required.
Merge any CRM field into the email subject and body, every contact gets a message that uses their name, company, service, or deal stage.
Space emails across days or weeks with delay steps. Set the exact interval between each message.
Split your drip into paths based on CRM data. Contacts who opened, replied, or met a condition go down one branch. Everyone else goes down the other.
Choose which team member or shared inbox the email comes from. The reply-to address is configurable per step.
Control which contacts enter the drip using AND/OR filters on any CRM field. A new lead from a specific source, a contact in a specific stage, or any combination.
Toggle the sequence on and off. Pause it without losing progress. Re-activate when ready.
See every email that was sent, when, and the delivery status for each contact in the sequence.
Every save creates a new version. Roll back to any prior configuration without starting over.
Add email steps inside a larger multi-step workflow that also includes calls, SMS, and delays, all in one canvas.
How it works
Choose when contacts enter the drip: on creation, on a field update, or when they match a condition you define.
Add email steps with subject, body, and sender. Insert delay steps between each email to control timing.
Turn the sequence on. Emails send automatically as contacts qualify. Review send history from the Runs drawer per contact.
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Personalized drip sequences that fire from CRM triggers.