Email & Sequences

Send emails directly from contact and deal records, connect Gmail or Outlook accounts, run multi-step drip campaigns, and track open and click rates — all from within Growstack CRM.

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Table of Contents

1. Email Integration
2. Email Composer
3. Email Sequences
4. Email Tracking

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Email Integration

Overview

Growstack CRM supports three email sending methods:

Method	Best For
SMTP	Standard mail servers, shared hosting
Gmail OAuth	Google Workspace and personal Gmail accounts
Outlook OAuth	Microsoft 365 and Outlook.com accounts

Gmail and Outlook connections use OAuth — no passwords stored.

Connecting Gmail

1. Go to CRM → Email Integration (/admin/crm/email-integration)
2. Click Connect Gmail
3. You are redirected to Google's OAuth consent screen
4. Sign in and grant the requested permissions
5. You are returned to the integration page — the account now shows as connected

Required scopes: gmail.send, gmail.readonly (for thread sync)

Connecting Outlook

1. Go to CRM → Email Integration
2. Click Connect Outlook / Microsoft 365
3. Complete the Microsoft OAuth flow
4. The account appears as connected on return

Disconnecting an Account

Click Disconnect next to the account on the Email Integration page. This revokes the OAuth token and removes the stored account.

Fallback

If no OAuth account is connected, emails fall back to the SMTP settings configured in Settings → Email Settings.

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Email Composer

Send individual emails directly from contact, lead, or deal records.

Sending an Email

1. Open a contact, lead, or deal record
2. In the activity panel, select Email
3. Choose the From account (connected Gmail/Outlook or SMTP)
4. Enter To, optional CC, Subject, and Body
5. Optionally select an Email Template
6. Click Send

The sent email is automatically logged to the record's activity timeline. Open and click tracking is embedded if tracking is enabled.

Email Templates

Pre-defined templates speed up common outreach.

• Templates are managed at Settings → Email Templates (/admin/email-templates)
• In the composer, select a template from the dropdown — subject and body populate automatically
• Edit the content before sending

From the API

POST /api/crm/email/send
Authorization: Bearer {token}

{
  "to": "contact@example.com",
  "subject": "Following up",
  "body": "<p>Hi {{first_name}},…</p>",
  "contact_id": 42
}

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Email Sequences

Email sequences are multi-step drip campaigns. Enroll contacts or leads into a sequence and Growstack CRM sends each step automatically at the configured delay.

Accessing Sequences

CRM → Email Sequences (/admin/email-sequences)

Creating a Sequence

1. Click New Sequence
2. Enter a Name and optional description
3. Toggle Active on to enable enrollments
4. Add steps:
   • Click Add Step
   • Set Delay — days and hours after the previous step (first step delay = 0 for immediate)
   • Write Subject and Body
   • Use personalization variables (see below)
5. Drag steps to reorder
6. Click Save

Personalization Variables

Use these placeholders in subject and body — they are replaced with the enrollee's data at send time:

Variable	Replaced With
	Contact first name
	Contact last name
	Full name
	Email address
	Company / account name

Enrolling a Contact or Lead

Manual enrollment from a record:

1. Open a contact or lead record
2. Click Enroll in Sequence
3. Select the sequence
4. Confirm

Bulk enrollment:

1. Go to CRM → Email Sequences
2. Open the sequence
3. Click Enroll and select contacts or leads from the picker

Automatic enrollment via Workflows:

Create an Automation Workflow with the action Enroll in sequence — contacts and leads are enrolled automatically when the trigger fires (e.g., lead.created). See Automation Workflows.

Managing Enrollments

From the sequence detail page:

Action	Effect
Pause	Suspends sending for the enrollee without removing them
Resume	Continues from where it paused
Unenroll	Removes the enrollee; no further steps are sent

Auto-Stop on Reply

When an enrolled contact replies to a sequence email, the system automatically unenrolls them to avoid sending further automated messages.

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Email Tracking

Growstack CRM tracks opens and clicks on emails sent through the composer and sequences.

How It Works

• A 1×1 tracking pixel (/t/{token}/open.gif) is embedded in outgoing HTML emails
• Links are rewritten to pass through /t/{token}/click before redirecting to the original URL

Viewing Tracking Data

Route: /admin/crm/email-tracking

The tracking page shows:

Column	Description
Subject	Email subject line
Recipient	Contact email
Sent At	When the email was dispatched
Opened	First open timestamp
Clicks	Number of link clicks
Source	Composer or sequence name

Privacy Note

Tracking pixels can be blocked by email clients (Apple Mail Privacy Protection, etc.). Open rates should be treated as approximate lower bounds.

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Related Documentation

• Automation Workflows — Auto-enroll leads into sequences
• Pipelines & Activities — Activity timeline
• Reports & Integrations — CRM analytics

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Last updated: June 2026