Workflow Action: Send Email

Automate personalized emails to Leads, Deals, and Prospects

The Send Email workflow action lets you automatically send personalized emails to contacts in your Leads, Deals, or Prospects pipelines based on specific triggers you define. Unlike bulk campaigns (which are limited to Prospects), this feature allows for real-time, automated email communication throughout your entire sales funnel. To use it, be sure to integrate your email account via SMTP.

SMTP Integration Required (Gmail or Yahoo)

To use the Send Email workflow action, you must first connect your email provider to Invelo using SMTP.
We currently support integrations with popular providers like:

• Gmail

• Yahoo Mail

Why Use Workflow-Based Emails?

Unlike Bulk Email Campaigns, which can only send messages to your Prospects, the Send Email action in workflows allows for more advanced and flexible targeting:

• Automatically send emails to contacts in Leads and Deals stages

• Trigger emails based on specific events (e.g., status changes, tag added)

• Personalize content with dynamic fields like contact name, property info, etc.

• Maintain a 1:1 communication feel while automating your outreach

How to Set It Up

1. Go to Workflows in your Invelo dashboard

2. Create a new workflow or open an existing one

3. Add a trigger (e.g., “Lead status changes to Nurture”)

4. Click + Add Action and choose Send Email

5. Select an existing Sender Profile (with SMTP email integrated) or create a new one.

6. Compose your message using text and dynamic fields

7. Save your workflow

Use Case Examples

• Send a welcome email when a new lead is added

• Send a follow-up email when a deal is stuck in a stage for too long

• Automatically notify a contact when a deal stage changes

• Email a reminder before a scheduled appointment