Onboarding Step 2 – Connect Your Tools
Sequential onboarding email focused on integration setup.
Preview
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</style></head><body style="background-color:rgb(249,250,251);margin:0"><!--$--><!--html--><div style="display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0" data-skip-in-text="true">Step 2 of 3: Connect your tools and start closing more deals — you're almost there.<div> </div></div><!--head--><!--body--><table border="0" width="100%" cellPadding="0" cellSpacing="0" role="presentation" align="center"><tbody><tr><td style="background-color:rgb(249,250,251);margin:0rem;padding:0rem;font-family:ui-sans-serif,system-ui,sans-serif,"Apple Color Emoji","Segoe UI Emoji","Segoe UI Symbol","Noto Color Emoji""><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:600px;margin-right:auto;margin-left:auto;margin-bottom:2rem;margin-top:2rem"><tbody><tr style="width:100%"><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-top-left-radius:1rem;border-top-right-radius:1rem;padding-right:2rem;padding-left:2rem;padding-top:2rem;padding-bottom:1.5rem;border-style:solid;border-width:1px;border-bottom-style:solid;border-bottom-width:0px;border-color:rgb(229,231,235)"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:auto"><img alt="PipelineIQ CRM Logo" height="36" src="/static/company-logo.png" style="display:block;outline:none;border:none;text-decoration:none" width="140"/></td><td data-id="__react-email-column" style="text-align:right"><p style="font-size:0.75rem;line-height:1;color:rgb(153,161,175);margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Onboarding · Step 2 of 3</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-inline-style:solid;border-inline-width:1px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-bottom:0rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:33.33333333333333%;padding-right:0.25rem"><div style="height:0.375rem;background-color:rgb(43,127,255);border-radius:9999px"></div></td><td data-id="__react-email-column" style="width:33.33333333333333%;padding-right:0.25rem;padding-left:0.25rem"><div style="height:0.375rem;background-color:rgb(43,127,255);border-radius:9999px"></div></td><td data-id="__react-email-column" style="width:33.33333333333333%;padding-left:0.25rem"><div style="height:0.375rem;background-color:rgb(229,231,235);border-radius:9999px"></div></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column"><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><span style="color:rgb(43,127,255);font-weight:600">67% complete</span> — one more step after this</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-inline-style:solid;border-inline-width:1px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-top:2rem;padding-bottom:1.5rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3.5rem;vertical-align:top;padding-right:1rem"><img alt="Your account avatar" height="48" src="/static/profilepic.png" style="display:block;outline:none;border:none;text-decoration:none;border-radius:9999px" width="48"/></td><td data-id="__react-email-column"><p style="font-size:0.75rem;line-height:1.3333333333333333;font-weight:600;color:rgb(43,127,255);margin:0rem;text-transform:uppercase;letter-spacing:0.1em;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Step 2 — Connect Your Tools</p><h1 style="font-size:1.5rem;line-height:1.25;font-weight:700;color:rgb(16,24,40);margin:0rem;margin-top:0.25rem">Your workspace is ready.<br/>Now let's power it up.</h1><p style="font-size:0.875rem;line-height:1.625;color:rgb(106,114,130);margin:0rem;margin-top:0.5rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Hi Sarah, you've completed your profile — great start. Complete the three steps below to unlock the full power of PipelineIQ and start closing deals faster.</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(43,127,255);border-inline-style:solid;border-inline-width:1px;border-color:rgb(43,127,255);padding-right:2rem;padding-left:2rem;padding-bottom:1.25rem;padding-top:1.25rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3rem;vertical-align:middle;padding-right:1rem"><p style="font-size:1.875rem;line-height:1;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">📈</p></td><td data-id="__react-email-column"><p style="font-size:1rem;line-height:1.375;color:rgb(255,255,255);font-weight:700;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">85% of users who complete setup close more deals in their first 30 days.</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(219,234,254);margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Based on PipelineIQ data from 12,000+ active teams in 2026.</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-inline-style:solid;border-inline-width:1px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-top:2rem;padding-bottom:1rem"><tbody><tr><td><h2 style="font-size:0.75rem;line-height:1.3333333333333333;font-weight:600;color:rgb(153,161,175);margin:0rem;margin-bottom:1.5rem;text-transform:uppercase;letter-spacing:0.1em">Complete These 3 Steps</h2><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3rem;vertical-align:top"><div style="width:2.25rem;height:2.25rem;border-radius:9999px;background-color:rgb(239,246,255);border-style:solid;border-width:2px;border-color:rgb(43,127,255);display:flex;align-items:center;justify-content:center"><p style="font-size:0.875rem;line-height:1;color:rgb(43,127,255);font-weight:700;margin:0rem;text-align:center;padding-top:6px;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">1</p></div></td><td data-id="__react-email-column" style="vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column"><h3 style="font-size:1rem;line-height:1.375;font-weight:600;color:rgb(16,24,40);margin:0rem">Connect Gmail</h3><p style="font-size:0.875rem;line-height:1.625;color:rgb(106,114,130);margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Sync your Gmail inbox to log emails automatically, track opens, and reply directly from your CRM. No more switching tabs.</p><a href="https://app.pipelineiq.com/onboarding/connect-gmail" style="color:rgb(43,127,255);text-decoration-line:none;font-size:0.875rem;line-height:1.4285714285714286;font-weight:600;margin-top:0.5rem;display:inline-block" target="_blank">Connect Gmail →</a></td><td data-id="__react-email-column" style="width:5rem;vertical-align:top;padding-left:1rem"><img alt="Gmail integration icon" height="72" src="https://placehold.in/72x72@2x.png/EFF6FF" style="display:block;outline:none;border:none;text-decoration:none;border-radius:0.75rem" width="72"/></td></tr></tbody></table></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,244,246);margin-bottom:1rem;margin-top:1rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3rem;vertical-align:top"><div style="width:2.25rem;height:2.25rem;border-radius:9999px;background-color:rgb(239,246,255);border-style:solid;border-width:2px;border-color:rgb(43,127,255);display:flex;align-items:center;justify-content:center"><p style="font-size:0.875rem;line-height:1;color:rgb(43,127,255);font-weight:700;margin:0rem;text-align:center;padding-top:6px;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">2</p></div></td><td data-id="__react-email-column" style="vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column"><h3 style="font-size:1rem;line-height:1.375;font-weight:600;color:rgb(16,24,40);margin:0rem">Import Your Contacts CSV</h3><p style="font-size:0.875rem;line-height:1.625;color:rgb(106,114,130);margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Bring your existing contacts into PipelineIQ in seconds. Upload a CSV from your previous CRM, spreadsheet, or email list — we'll map the fields for you.</p><a href="https://app.pipelineiq.com/onboarding/import-contacts" style="color:rgb(43,127,255);text-decoration-line:none;font-size:0.875rem;line-height:1.4285714285714286;font-weight:600;margin-top:0.5rem;display:inline-block" target="_blank">Import Contacts →</a></td><td data-id="__react-email-column" style="width:5rem;vertical-align:top;padding-left:1rem"><img alt="CSV import icon" height="72" src="https://placehold.in/72x72@2x.png/F0FDF4" style="display:block;outline:none;border:none;text-decoration:none;border-radius:0.75rem" width="72"/></td></tr></tbody></table></td></tr></tbody></table><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,244,246);margin-bottom:1rem;margin-top:1rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:0.5rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3rem;vertical-align:top"><div style="width:2.25rem;height:2.25rem;border-radius:9999px;background-color:rgb(239,246,255);border-style:solid;border-width:2px;border-color:rgb(43,127,255);display:flex;align-items:center;justify-content:center"><p style="font-size:0.875rem;line-height:1;color:rgb(43,127,255);font-weight:700;margin:0rem;text-align:center;padding-top:6px;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">3</p></div></td><td data-id="__react-email-column" style="vertical-align:top"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column"><h3 style="font-size:1rem;line-height:1.375;font-weight:600;color:rgb(16,24,40);margin:0rem">Set Up Your First Pipeline Stage</h3><p style="font-size:0.875rem;line-height:1.625;color:rgb(106,114,130);margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Define your sales stages — Prospecting, Qualified, Proposal, Closed Won — and tailor them to your workflow. Your pipeline, your rules.</p><a href="https://app.pipelineiq.com/onboarding/pipeline" style="color:rgb(43,127,255);text-decoration-line:none;font-size:0.875rem;line-height:1.4285714285714286;font-weight:600;margin-top:0.5rem;display:inline-block" target="_blank">Build Your Pipeline →</a></td><td data-id="__react-email-column" style="width:5rem;vertical-align:top;padding-left:1rem"><img alt="Pipeline stage setup icon" height="72" src="https://placehold.in/72x72@2x.png/FFF7ED" style="display:block;outline:none;border:none;text-decoration:none;border-radius:0.75rem" width="72"/></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-inline-style:solid;border-inline-width:1px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-top:1.5rem;padding-bottom:2rem"><tbody><tr><td><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,244,246);margin-bottom:2rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="text-align:center"><h2 style="font-size:1.25rem;line-height:1.4;font-weight:700;color:rgb(16,24,40);margin:0rem;margin-bottom:0.5rem">Ready to complete your setup?</h2><p style="font-size:0.875rem;line-height:1.4285714285714286;color:rgb(106,114,130);margin:0rem;margin-bottom:1.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">It takes less than 5 minutes. Your future self will thank you.</p><a href="https://app.pipelineiq.com/onboarding/step-2" style="line-height:1.4285714285714286;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;background-color:rgb(43,127,255);color:rgb(255,255,255);font-weight:600;font-size:0.875rem;padding-right:32px;padding-left:32px;padding-bottom:16px;padding-top:16px;border-radius:0.75rem;text-decoration-line:none;letter-spacing:0.025em" target="_blank"><span><!--[if mso]><i style="mso-font-width:400%;mso-text-raise:24" hidden>    </i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:12px">Complete Setup →</span><span><!--[if mso]><i style="mso-font-width:400%" hidden>    ​</i><![endif]--></span></a><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);margin:0rem;margin-top:1rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Or<!-- --> <a href="https://app.pipelineiq.com/dashboard" style="color:rgb(153,161,175);text-decoration-line:underline" target="_blank">skip for now and go to your dashboard</a></p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(249,250,251);border-style:solid;border-width:1px;border-top-style:solid;border-top-width:0px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-bottom:1.5rem;padding-top:1.5rem"><tbody><tr><td><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);text-align:center;margin:0rem;margin-bottom:1rem;text-transform:uppercase;letter-spacing:0.1em;font-weight:600;margin-top:0rem;margin-left:0rem;margin-right:0rem">Trusted by teams at</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="text-align:center;width:25%"><img alt="Acme Corp logo" height="24" src="https://placehold.in/80x24@2x.png/E5E7EB" style="display:inline-block;outline:none;border:none;text-decoration:none;opacity:50%" width="80"/></td><td data-id="__react-email-column" style="text-align:center;width:25%"><img alt="Vertex Inc logo" height="24" src="https://placehold.in/80x24@2x.png/E5E7EB" style="display:inline-block;outline:none;border:none;text-decoration:none;opacity:50%" width="80"/></td><td data-id="__react-email-column" style="text-align:center;width:25%"><img alt="Nordhaven logo" height="24" src="https://placehold.in/80x24@2x.png/E5E7EB" style="display:inline-block;outline:none;border:none;text-decoration:none;opacity:50%" width="80"/></td><td data-id="__react-email-column" style="text-align:center;width:25%"><img alt="Solaris Group logo" height="24" src="https://placehold.in/80x24@2x.png/E5E7EB" style="display:inline-block;outline:none;border:none;text-decoration:none;opacity:50%" width="80"/></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-style:solid;border-width:1px;border-top-style:solid;border-top-width:0px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-bottom:1.5rem;padding-top:1.5rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:3.5rem;vertical-align:top;padding-right:1rem"><img alt="Marcus T., Head of Sales at Nordhaven" height="44" src="/static/people/person-headshot1.png" style="display:block;outline:none;border:none;text-decoration:none;border-radius:9999px" width="44"/></td><td data-id="__react-email-column"><p style="font-size:0.875rem;line-height:1.625;color:rgb(54,65,83);margin:0rem;font-style:italic;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">"Setting up PipelineIQ took us under 10 minutes. Within the first week, our team had a 40% improvement in follow-up rates. The pipeline setup alone changed how we work."</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);margin:0rem;margin-top:0.5rem;font-weight:600;font-style:normal;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">Marcus T. — Head of Sales, Nordhaven · ⭐⭐⭐⭐⭐</p></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(249,250,251);border-style:solid;border-width:1px;border-top-style:solid;border-top-width:0px;border-color:rgb(229,231,235);padding-right:2rem;padding-left:2rem;padding-bottom:1.5rem;padding-top:1.5rem"><tbody><tr><td><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="width:50%;padding-right:0.75rem"><h3 style="font-size:0.875rem;line-height:1.4285714285714286;font-weight:600;color:rgb(16,24,40);margin:0rem;margin-bottom:0.25rem">📖 Setup Guide</h3><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(106,114,130);margin:0rem;margin-bottom:0.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Step-by-step documentation for every onboarding task.</p><a href="https://docs.pipelineiq.com/onboarding" style="color:rgb(43,127,255);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;font-weight:600" target="_blank">Read the guide →</a></td><td data-id="__react-email-column" style="width:50%;padding-left:0.75rem;border-left-style:solid;border-left-width:1px;border-color:rgb(229,231,235)"><h3 style="font-size:0.875rem;line-height:1.4285714285714286;font-weight:600;color:rgb(16,24,40);margin:0rem;margin-bottom:0.25rem">💬 Talk to Support</h3><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(106,114,130);margin:0rem;margin-bottom:0.5rem;margin-top:0rem;margin-left:0rem;margin-right:0rem">Our team is available Mon–Fri, 9am–6pm EST.</p><a href="https://app.pipelineiq.com/support" style="color:rgb(43,127,255);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;font-weight:600" target="_blank">Open live chat →</a></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="background-color:rgb(255,255,255);border-style:solid;border-width:1px;border-top-style:solid;border-top-width:0px;border-color:rgb(229,231,235);border-bottom-right-radius:1rem;border-bottom-left-radius:1rem;padding-right:2rem;padding-left:2rem;padding-top:1.5rem;padding-bottom:2rem"><tbody><tr><td><hr style="width:100%;border:none;border-top:1px solid #eaeaea;border-color:rgb(243,244,246);margin-bottom:1.5rem"/><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-bottom:1rem"><tbody style="width:100%"><tr style="width:100%"><td data-id="__react-email-column" style="text-align:center"><a href="https://twitter.com/pipelineiq" style="color:rgb(153,161,175);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.5rem;margin-left:0.5rem" target="_blank">Twitter</a><a href="https://linkedin.com/company/pipelineiq" style="color:rgb(153,161,175);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.5rem;margin-left:0.5rem" target="_blank">LinkedIn</a><a href="https://youtube.com/@pipelineiq" style="color:rgb(153,161,175);text-decoration-line:none;font-size:0.75rem;line-height:1.3333333333333333;margin-right:0.5rem;margin-left:0.5rem" target="_blank">YouTube</a></td></tr></tbody></table><p style="font-size:0.75rem;line-height:1.625;color:rgb(153,161,175);text-align:center;margin:0rem;margin-top:0rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">PipelineIQ Inc. · 340 Pine Street, Suite 800 · San Francisco, CA 94104</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);text-align:center;margin:0rem;margin-top:0.25rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem">You're receiving this because you signed up for PipelineIQ on March 4, 2026.</p><p style="font-size:0.75rem;line-height:1.3333333333333333;color:rgb(153,161,175);text-align:center;margin:0rem;margin-top:0.5rem;margin-bottom:0rem;margin-left:0rem;margin-right:0rem"><a href="https://app.pipelineiq.com/account/notifications" style="color:rgb(153,161,175);text-decoration-line:underline;margin-right:0.25rem;margin-left:0.25rem" target="_blank">Email Preferences</a>·<a href="https://pipelineiq.com/privacy" 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