Slimbot
Automation Flows
CRM to Email
A change in your CRM automatically sends the right e-mail.
What is CRM to Email?
CRM to Email automatically sends an appropriate email as soon as something changes in your customer system. A new customer, a changed status or a completed deal immediately triggers the right message. This way you stay in touch without having to think about it yourself.
How does it work?
- Connect your CRM and your e-mail (such as Gmail or Outlook) to Slimbot.
- Choose the change that should start the email (new status, new customer, expired quote).
- Let the AI draft the e-mail in your style, or use a fixed template.
- Switch the flow on; the right e-mail is sent automatically at the right moment.
Use cases
Benefits
- Never forget to follow up again.
- Consistent communication at the right moments.
- More conversion because leads stay warm.
- Personal tone without you writing every e-mail yourself.
Frequently asked questions
Can I approve the emails myself first?
Yes. You can choose fully automatic sending or a draft that you review and send first.
Can I link different emails to different statuses?
Certainly. Every change in your CRM can trigger its own message, so the e-mail always fits the situation.
Do these e-mails comply with the rules on unsolicited e-mail?
The flow sends based on your own customer relationships and your settings. You decide who receives which emails, so you stay within your agreements and the rules.
Also within Automation Flows
Deploy CRM to Email for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.