THE PROBLEM
CRM-triggered email sequences that run themselves
Build email drips with personalization, conditional branching, and per-contact send history. Set it once and let it run.
WHAT IT DOES
Automated emails that feel personal at every step
Triggered and personalized
Start a drip on any CRM event and merge any field into the subject and body for every contact.
- Automated data pipelines
- Real-time dashboards
Timed and branching
Space emails across days or weeks and route contacts by whether they opened, replied, or met a condition.
- Invoice and payment workflows
- Internal approvals and routing
Controlled and traceable
Enrollment rules decide who enters, and per-contact send history shows every email and its status.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See it in action
From trigger to sent email, in three steps.
New-lead welcome series
- Cleaner leads. Faster handoff.
Behavior-based nurture
- Faster triage. Cleaner queues.
Re-engagement drips
- Fewer errors. Faster close.
RESULTS
The results you can expect
What you get:
send history
See every email sent, when, and its status.
every save
Roll back to any prior configuration.
A drip that personalizes every email and branches on behavior nurtures leads far better than a one-size blast.
Why triggered drips beat batch email
- Intelligent KYC/KYB
CRM-event triggered sequences
- Underwriting Automation
Field-level personalization
- Predictive Fraud Prevention
Configurable delay steps
- AP/AR Workflow Orchestration
Conditional branching on behavior
- Liquidity & Cash Forecasting
Enrollment rules with AND/OR filters
- AI-Powered Support Triage
Custom sender and per-contact history
See Cynlie in action
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Explore related features
Email Drip Campaigns questions, answered.
Frequently asked
How do contacts enter a drip?
On creation, on a field update, or when they match a condition you define.
Can I personalize each email?
Yes. Merge any CRM field into the subject and body for every contact.
Can I control timing?
Yes. Insert delay steps to space emails across days or weeks.
Does it branch on behavior?
Yes. Route contacts by whether they opened, replied, or met a condition.
Can I see what was sent?
Yes. Per-contact send history shows every email and its delivery status.