Supported CRMs

Pipedrive, Copper, Hubspot

Available on


Our email marketing tool lets you send one-off email campaigns as well as automated email sequences that tightly integrate with CRMs, like HubSpot, Pipedrive, and Copper.

When composing an email you have two formatting options:

  1. Rich text email editor - conversational email for personal looking email

  2. Custom HTML - literally any design. Create an email template elsewhere and insert into Outfunnel

This article describes how to insert a 3rd party generated email template to the composer and send it out through Outfunnel.

1. Switch to Custom HTML. Once you've created a new campaign or email, click on the Newsletter option on the toolbar and select Custom HTML. Please note that when you switch to HTML (or back to rich-text) all existing content will be removed.

2. Insert the HTML code from another tool to the composer. Most 3rd party tools have an option to download an HTML file of the email. Once downloaded, open the .html file in the browser (or code editor), right click on the screen and select View page source. Copy everything you see and paste it into the Custom HTML composer in Outfunnel.

We recommend using a free tool like for best results but HTML from Mailchimp and other email providers also works. Alternatively, you could also use a free tool like Word to HTML to quickly create a simple HTML that you can paste into Outfunnel.

3. Replace merge fields with Outfunnel compatible merge fields by using the Personalize dropdown.

  • Unsubscribe merge field: an unsubscribe field is mandatory and is usually found at the bottom of the email and needs to be replaced with {{unsubscribe_url}}. It might look something like [unsubscribe_url] or |UNSUB|. If an unsubscribe link does not yet exist, simply add it. Here's an example where the link is placed behind a word: <a href="{{unsubscribe_url}}">Unsubscribe</a>

  • View email in browser merge field: should be replaced with {{message_url}}

  • Person/Organization specific merge fields: If you've used any custom merge fields then these can be replaced easily by selecting the right merge field from the Personalize dropdown in the editor.

Pro tip: Hit Ctrl+F or Cmd+F to open the search box and type in the field name (ie unsub or unsubscribe) to easily find the merge fields

Pro tip: After you've replaced the fields verify that the fields are working, we recommend to send a test email to yourself with sample data.

4. Delete unsupported merge fields. Your email template might also include the merge fields that are unique to the other email provider and cannot be replaced by Outfunnel. These should just be deleted.

For example with Mailchimp you might have the below merge fields in your email that are either in the header or footer of your email (these are not replaceable in Outfunnel): |ARCHIVE| ; |REWARDS| ; |LIST:NAME| ; |LIST:DESCRIPTION| ; |ABOUT_LIST| ; |LIST:ADDRESS|

5. Review your email and if all looks good, you are ready to send out the campaign.

A couple of things to keep in mind:

💡 Still a work in progress. While the current functionality gets the job done it's still a work in progress. If you find a bug or have feature requests that would make the usage easier for you, let us know on

💡 iFrame code is not supported. iFrame code will be automatically removed from HTML when the email is sent

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