Create CRM email records from your sent mailbox
Create CRM email records from your sent mailbox
Your sent deal and client emails aren't tracked in CRM, leaving follow-ups disconnected. Link those messages to contact records so partners see a full history before client review.
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Overview
Unlogged outbound emails leave deal teams without context and slow down follow-ups. This flow captures sent messages into your CRM and links them to contacts so partners and admins can see complete histories within minutes.