Email as CRM Interactions
Search Gmail, ingest labeled threads, or file CRM-relevant My Emails as interactions while keeping internal-only mail out of CRM history.
Email as CRM Interactions connects Gmail conversations to accounts, contacts, leads, and opportunities. OL Edge can classify CRM-relevant mail, ingest labeled threads, file inbound and outbound messages on a thread, and show when an opened message is already part of the CRM record.