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All articles // Workflows

Email Integration

James
JamesSupport / Ex-Installer

Full Gmail integration built from the ground up, with real-time sync, an email composer and drafts, all linked to your records.

Client history that lives in one person's inbox is a risk. This release pulled email into the platform so the whole team can see the thread.

Full Gmail integration, built from the ground up, with real-time sync, an email composer and drafts. Every thread links to the CRM record, the project or the proposal it belongs to.

Outlook 365 followed, and Bob the AI now drafts replies you approve before they send.

See the full surface on the email integration page, or book a demo.

// Topics
  • email integration av
  • gmail crm integration
  • email sync
  • av crm email
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