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Campaigns and Mail Merge

Run personalized campaigns with CRM context and engagement analytics.

Build lists, templates, sequences, and campaign analytics around the same CRM records your sales team uses.

Built for

Growth teams, lifecycle marketing, SDR teams, and founder-led sales motions.

Availability

Implemented workflow; sending provider required

Campaign and mail-merge surfaces exist. Production sending requires Resend, SendGrid, suppression, unsubscribe, and webhook configuration.

Email providerSuppression/unsubscribe configWebhook proof
Explore campaignsView pricing
Illustration · sample data

How it works

From signal to action

  1. 1

    Build the audience

    Use contacts, accounts, lists, and CRM criteria to define the send group.

  2. 2

    Personalize the message

    Use templates, merge fields, and AI assistance to generate on-brand outreach.

  3. 3

    Measure response

    Track delivery, engagement, replies, and follow-up actions.

Campaign builder

Create campaigns from CRM data and approved templates.

  • Marketing lists
  • Merge fields
  • Templates
  • Send controls

Delivery awareness

Watch the operational state of sends and events.

  • Delivery status
  • Bounce events
  • Unsubscribes
  • Suppression list

Revenue context

Turn campaign engagement into sales-prioritized action.

  • Account activity
  • Deal context
  • Alerts
  • Attribution views

Related Workflows

Keep exploring the connected product surface

TemplatesEmail checkerAnalytics