Enhanced Email Sync for Outlook in Conversations

Conversations: Enhanced Email Sync for Outlook

We are excited to announce an enhancement to how your emails sync with our CRM, specifically for those who connect their personal Outlook email through 2-way sync.

Why This Change?

Previously, when users connected their personal Outlook email to our 2-way sync feature, all emails with contacts would automatically sync to the CRM. We noticed that in many accounts, users were often inadvertently added as contacts, causing all emails sent or received by these users to be synced. This led to situations where admins and other users with contact access could view personal emails within the CRM.

What's New?

• Selective Email Sync: Emails sent or received by system users, who are also CRM contacts, will not sync. This enhancement ensures that your personal communications remain private.
• Contact-Specific Syncing: Emails will now sync only if they involve 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.
• Enhanced Privacy: This update guarantees that emails involving only system users remain private and won't appear in the CRM, even if the users are also CRM contacts.

This update aims to provide a more secure and user-friendly experience, ensuring your personal emails stay private while maintaining the functionality of our 2-way sync feature.

Make sure to check out our other recent updates to see how we're continuously improving our service to better meet your needs.

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In Case You Missed It:

Have you seen our recent update on Better Error Notifications and Enhanced Zip Code Verification in Invoices?

Stay tuned to our blog for more exciting updates and enhancements!