What it is for
Email reads and sends mail through the mailboxes you connect. Mail from a lead, a contact or a company shows up on that record too, so a conversation is never only in one person's inbox.
How to
Connect a mailbox
Open Settings > Integrations and connect Google Workspace or Microsoft 365. One sign-in brings mail, calendar and contacts. New mail appears in Email as the first sync finishes.
Write an email
Click New email at the top of the folder list. To reply, open the thread and answer at the bottom.
Keep the inbox clear
Pick threads with their checkboxes, then use the buttons above the list to mark them read or unread, label them, move them back to the inbox, or delete them. All threads, Unread and Has Files filter the list.
Move between folders
The folders down the side are Email > Email > Inbox, Sent, Drafts, Archive, Spam and Trash.
Good to know
- Email settings sits at the foot of the folder list.
- When a mailbox needs attention, the page says so and offers to reconnect it.
Screens
Read from the app map, so this list is always the app as it ships.
| Screen | Tabs |
|---|---|
Email/inboxEvery connected Google or Microsoft mailbox in one inbox. | InboxSentDraftsArchiveSpamTrash |
Integrations
Email and calendar
One sign-in brings mail, calendar, contacts and files.
- Google Workspace: Gmail, Calendar, Contacts and Drive from one sign-in.
- Microsoft 365: Outlook, Calendar, Contacts and OneDrive from one sign-in.