Enhanced Gmail Sync in SMBcrm: Boost Your Email Efficiency

Enhanced Email Sync for Gmail

We've enhanced how emails sync with your CRM when you connect your personal Gmail email ID for 2-way sync.

Why This Change?

Previously, when users connected their personal Gmail email with 2-way sync, all emails with contacts would automatically sync to the CRM. We noticed that in many accounts, users were often added as contacts, causing all emails sent or received by these users to sync to the CRM. This allowed admins and users with contact access to view personal emails within the CRM.

What's New?

Selective Syncing: Emails sent or received by system users, who are also CRM contacts, will no longer sync. This change ensures that personal emails do not get inadvertently shared within the CRM.
Contact-Inclusive Emails: Emails will sync only if they include at least one contact who is not a system user. For example, if an email is sent to three recipients, where two are system users and one is not, the email will sync. This ensures important communications are logged without compromising privacy.

Benefits to You

Enhanced Privacy: Personal emails involving only system users remain private and won't sync to the CRM, providing an added layer of confidentiality.
Improved Organization: You can now have a more organized CRM environment by filtering out unnecessary email data.

Learn More

To explore more about the benefits and features available through SMBcrm, check out our Product Updates page.

Stay Updated

Stay updated with all our latest enhancements to make the most out of your SMBcrm experience. To catch up on other recent updates, here’s one you might have missed: WhatsApp Contact Name Pre-Fill Streamlines Communication.

For any questions or additional information, feel free to Contact Us. We’re here to help!

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Enhanced Email Sync for Gmail in SMBcrm