Inbox & Calendar
Your own mailbox and calendar, logged into CRM against the people and companies involved, on your terms.
13 steps · 8 questions · 4 screens on this shelf
The screens on this shelf
Workspace
Mailbox Connections
Your Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept.
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View
Mailbox Sync Runs
Each time your mailbox was read: how much, what was logged, and what was left out.
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View
Mailbox Sync Log
Every message and meeting your mailbox sync looked at, and what became of it. Yours only.
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Records
Mailbox Apps
The company's app registrations at Microsoft (Entra ID) and Google, through which each person connects their own mailbox. The client secret is sealed and never shown.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.