Customer email in one inbox with your CRM.
Connect Google Workspace or Microsoft 365 and messages from your inbox are loaded into the EasyCRM unified inbox, where your team handles them alongside other channels.
Connect via Google Workspace or Microsoft 365
EasyCRM connects to your Google Workspace or Microsoft 365 account via OAuth 2.0. You do not enter a password or configure an SMTP server. In settings you click to connect an account and approve access with Google or Microsoft. Connecting an account is managed by a user with the permission to manage integrations, and each user has their own connection. You can disconnect at any time.
- Connected via OAuth 2.0 – no password in the CRM
- Google Workspace support (Gmail API)
- Microsoft 365 support (Microsoft Graph API)
- Each user has their own connection
- Disconnect at any time
Inbox messages in the unified inbox
About every 5 minutes EasyCRM loads new messages from the inbox folder of the connected account and places them in the unified inbox. Messages from the same sender are grouped into threads. Your team handles them alongside conversations from other channels and marks each conversation as open, snoozed or closed.
- Inbox loaded about every 5 minutes
- Messages grouped into threads by sender
- Conversation status: open, snoozed, closed
- Email alongside other channels in one inbox
Communication on the contact, lead and opportunity card
Conversations linked to a record appear in the communication panel on the contact, lead or opportunity card. A colleague who opens the card sees the threads and their status and can open the full thread in the unified inbox.
- Communication panel on the contact, lead and opportunity card
- Conversation status visible right on the card
- Open the full thread in the unified inbox
Email as part of the CRM – not next to it
- Google Workspace or Microsoft 365 connected via OAuth 2.0
- Inbox loaded into the unified inbox
- Email alongside other channels in one place
- Communication visible on the contact, lead and opportunity card
- Status of every conversation at a glance
Questions about the email integration
Connect email to your CRM and collect messages in one inbox
Register for free. The unified inbox is available from the Standard plan.