How it Works

How it Works

Each user in your business has the ability to connect their IMAP email accounts, which allows all of your emails to be synced with the CRM.

When you send or receive an email, the CRM will automatically check the “to” and “from” addresses and determine what this email is related to in your system. If the CRM locates an existing contact or customer in your apps, then this email will be synced, and associated to those relevant objects.

**Note: If an email is sent to your account without a subject, it will not sync.

Outgoing Emails

Incoming Emails

Incoming emails will automatically be associated with a contact or object, only if the email address is found within the CRM's system. Otherwise, all emails that have no related email address within the CRM will go directly to your inbox.